These hard hitting publications and companion DVDs can be used to sharpen your image, inform your clients & prospects and boost your sales. Each can be personalized by adding your name, city and state on the back cover under your review of the book: a very powerful image builder. We hope you’ll visit often because new material is added frequently:

Guide to Social Security...and A Better Retirement is must reading for any retirement-minded clients as well as producers serving this market. It discusses when to take Social Security and qualified money, how to integrate the two, and how to save taxes on both. Also, it tell you how to stop Social Security and reapply for higher benefits, plus how to get the maximum in spousal benefits.

When Bank CDs Make Sense is a great resource to guide you and your clients/prospects to optimize their use of CDs. Bank products are like chocolate: when overdone the consequences are drastic. While bank CDs are super safe, their rates are not keeping up with inflation: meaning retirement dollars are losing purchasing power. This publication discusses the “right amount” of bank CDs to have.

Is Your Annuity Good or Bad is required reading for anyone selling, owning or considering an annuity. An easy to read overview of the good, bad and ugly among annuities! You’ll be surprised to learn there is one annuity – that you may be offering your clients – that should never be sold.

NEW Tapping Into Your 401(k) Money Before Retirement was written for small business owners by an economist and attorney. It shows owners/employees, regardless of age, how to move all or some of their 401(k) money to a self-directed IRA. This removes market melt-down risk, lowers fees, increases options and may save taxes. With this exclusive program, you can be in front of groups of employees ready to transfer money.

NEW Conversion to Tax-Free Roth IRA: Yes, No but Never Maybe High income retirees are sick of taking RMDs they don’t need and everyone hates high & rising taxes. What’s more, we all want a wide range of investment options without high fees. The Roth IRA is the idea solution for many BUT up until now those with the most need could not qualify for a Roth IRA conversion. This all changes in 2010 – get the details from this publication.

Select which publication you want, enter your information and submit. You will receive a PDF copy via email. To place an order for a printed copy of the publication, click HERE.