2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? – [YouTube-13:09]

2021 0602 - Doug Andrew - 3 Dimensional Wealth - What Is The Fiduciary Rule In Financial Services? --- [BonkNote] --- [YouTube-13:09]

[Bonk: LASER Fund = IUL - Indexed Universal Life Insurance]
2 - Hidden Agenda -
- Who is the best to look out for their own best interest, decision.
3-4 - 2008 - IRAs, 401ks - Lost money - 40%
- "I could show you how to protect yourself to never lose again when the Market goes down."
Taxes - High or lower in the future
5 - Convert money to tax-free
5 - creating predictable income
4% rule
6 - Hidden Agenda of the DOL -
- 7 - CFPB - Richard Cordray -
9 - 30% into US treasuries
10 - I've never recommended people invest in a 401k or IRA -
Invest in the LASER Fund
11 - The LASER Fund will knock the socks off of a 401k or IRA