2021 0602- Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services?

  • [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