Sales Strategies – Page 2

Doug Andrew – Missed Fortune 2005 0906 – Victoria Advocate – Taking ‘Missed Fortune 101 ‘ to the reality lab, by Scott Burns, Investors Network – Page 7 06 Sep 2005, Tue Victoria Advocate (Victoria, Texas) Newspapers.com 2007 – Book Review – Missed Fortune 101, by Doug Andrew’s – Review by Doug Thorburn – [link] Every…

MoneyTrax – Circle of Wealth Don Blanton “Private Reserve Strategy” Ten Minute Lesson on Life Insurance – cow.moneytrax.com/f1/cow_fmli2_natlifegrp.htm Example Script There is the “minimum one can pay” for a given amount of insurance coverage for a specific age and the “maximum one can pay”. Who determines the minimum? The Insurance Company. At the other end…

LEAP – Lifetime Economic Acceleration Process youtube.com/@LeapSystems Leap: Lifetime Economic Acceleration Process Hardcover – January 1, 2005, by Robert Castiglione https://www.csbj.com/premier/opinion/letters_to_editor/leap-leader-defends-system/article_0648301f-3f74-5043-99c3-53370c25c72e.html The article that appeared in your magazine titled “Bad books can make good investment lessons” written by Allan Roth is intellectually dishonest. https://www.csbj.com/premier/opinion/wharton-school-s-prestige-loses-some-of-its-luster/article_800c2842-1384-574a-9c4d-dbe199e8d479.html https://www.youtube.com/watch?v=BfmDSB-Hya4 Bob Castiglione – Economic Warrior https://s3.amazonaws.com/lmrreport/lmr_06_2014_web2.pdf Joseph Belth No. 324: LEAP…

Kai-Zen youtube.com/@NIWcorp niwcorp.com/retirement-planning/kai-zen niwcorp.com/myilia Introducing ILIA® – Created in 2000, NIW Companies specializes in innovative estate, business, and retirement planning solutions for high net-worth or high-income earning professionals using bank financing to enhance the clients’ benefits. NIW combines extensive industry expertise and alternative thinking to offer financial solutions that are high quality, durable, and cost-effective.…

Tax Shelters 2003 0719 – NYT – Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston – [link-Paywall Free] Since the government began attacking tax shelters in earnest two years ago, a growing number of individuals and corporations who bought shelters that the I.R.S. has either demolished, or may demolish, have filed lawsuits against…

MetLife – 50/50 Plan Mohney v. Forney 1996 – United States District Court for the Western District of Pennsylvania (D.C. Civil No. 96-cv-00854) 2003 – THIRD CIRCUIT – UNITED STATES COURT OF APPEALS No. 03-1436 2004 – Opinion – 13p 1998 – LC – Richard Sabo v. Metropolitan Life Insurance- casetext.com/case/sabo-v-metropolitan-life-insurance-company Court: United States Court of…

IRP – Insured Retirement Plan Canada SOA – 1950s 1950 – SOA – Discussion – Actuarial Note: The Valuation of Self-Insured Retirement Plans, Society of Actuaries – 7p 1959 – SOA – Gain and Loss Analysis for Pension Fund Valuations, Society of Actuaries – 61p

IRA Reboot FIP – Future Income Payments Minnesota Mutual Life Pacific Life 2022 0302 – Reif Law Firm – 12 Million Awarded to Two California Senior Citizen Victims Of Insurance Sales Scam – [link] – LC – Gloria S. Rodillas v. CMAM, Inc. dba Heritage Financial Services, et al, Los Angeles Superior Court, Case No. 19STCV21497…

Dan Sullivan strategiccoach.com/ strategiccoach.com///dan-sullivan/ The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better,, The Laws of Lifetime Growth and The Advisor Century. 1995 or 1998 – Book – The 21st Century Agent; Thriving as an Entrepreneurial Life insurance Agent at the Onset of the 21st Century, by Dan Sullivan

MetLife – Nurses Retirement Savings Plans 1994 0116 – Bloomberg – Policies Of Deception?, By Suzanne Woolley and Gail Degeorge – 1996 – LR – Derivative Actions by Policyholders on Behalf of Mutual Insurance Companies, by Theodore Allegaert, The University of Chicago Law Review, Vol. 63, No. 3 (Summer, 1996), pp. 1063-1097 (35 pages), Published…