Category Archives: Retirement Plans

In the movie, No Country for Old Men, the hit man Anton Chigurh (played by Javier Bardem) confronts Carson Wells  (who was also trying to recover the same money Chigurh was after) in his hotel room. Before killing Welles, Chigurh … Continue reading →

People can promise you the moon, but they may deliver far less. That is why despite the promises made by your plan providers; you should always read their contract to determine whether they are actually delivering you what they promised. … Continue reading →

My newsletter geared towards financial advisors can be found here.

My latest article on JDSupra.com can be found here.

Everyone knows that I’m a big producer of free content. So in addition to my articles and newsletters, I have free continuing legal education credits to give you. If you are a retirement plan provider and you know an attorney, … Continue reading →

When it comes to your clients, your co-workers, and the other plan providers who refer you business, there is one simple rule to follow. When it comes to treating and interacting with these people, a little class goes a long … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

When it comes to being a retirement plan provider and selling your services, you have to have it. Those who have it, succeed. Those who don’t, don’t. You can’t get it from a bottle, a book, or course. What is … Continue reading →

Henry T. Ford is considered the father or the pioneer of the modern day assembly line of manufacturing.  His development of the Model T and its way of manufacturing is considered one of the great developments in 20th century capitalism. His … Continue reading →