Articles by Mike Walters

CEO

RIA Registration Will be a Death Blow to Many Advisors!

An insurance agent who doesn’t want to take the Series 6 or Series 7 exam should not just default to RIA…

Knock Out LTC Objections with Ultimate Estate-Planning Tool

Long-term care is a huge personal fear, but you can cover the need painlessly...

Kill The Salespest, Win The Sale

As the old saying goes, “Your first step in the right direction is to head the opposite way of the masses.” This couldn’t be any more truthful than in the financial business...