November 7, 2017
While much can still change about the tax reform proposal that came out of the house a few days ago, it’s worth discussing the implications of what’s currently on the table. One of the most important things to remember when...
October 25, 2017
Did you know that The Power of Zero has a sequel? It’s called Look Before You LIRP. The Power of Zero is designed to educate your client on the virtues of the 0% tax bracket and whet their appetite for...
October 18, 2017
Did you know that if Trump's tax cuts go through, the cost of getting to the zero percent tax bracket will be even lower? Get all the details in my latest article on thinkadvisor.com.
For CDs, or bulk discounts on my bestselling...
October 9, 2017
I had the privilege of speaking at the Taggart Symposium at Brigham Young University in Provo, UT a few weeks ago and during my stay I got to rub elbows with one of this industry's legends Van Mueller. Van's made...
October 2, 2017
As some of you know, we acquired a second home in Puerto Rico a few months ago. When doing the pros and cons list for Puerto Rico, never once did the word “hurricane” come up. In fact, the last category...
September 18, 2017
I’m often asked the question by advisors and potential clients alike: “How does getting to the 0% tax bracket change if President Trump lowers taxes?” My answer is nearly always an enthusiastic, “It gets even better!”
Here are the facts. If...
May 30, 2017
Yesterday we held a webinar where we rolled out our Power of Zero Digital Marketing Revolution strategy! Through this revolutionary approach, you only pay for the prospects that show up to your workshop! Gone are the days where you spend...
May 29, 2017
This is a reminder that on Tuesday May 30th at 10:30 a.m. CST we’ll be rolling out our new digital marketing program in collaboration with White Glove Workshops! Through this revolutionary approach, you only pay for the prospects that show...
May 22, 2017
I’m excited to announce that on Tuesday May 30th at 10:30 a.m. CST we’ll be rolling out our new digital marketing program in collaboration with White Glove Marketing! Through this revolutionary approach, you only pay for the prospects that show...
March 30, 2017
In this exclusive new video, I explain how I went from failure in the industry to multi-year Top of the Table Qualifier. Take a peek.
To learn more, go to pozmarketing.com or powerofzerovideo.com or order my new #1 Amazon bestselling book The...
March 29, 2017
Great news! Because of your help, our third book in The Power of Zero series, The Power of Zero Marketing Revolution, became a #1 Amazon bestseller during yesterday's launch. The response was so overwhelming that we actually hit #1 by...
March 27, 2017
Today I launch the highly anticipated 3rd volume in the Power of Zero series: The Power of Zero Marketing Revolution. In this book I show you exactly how I became a multiple Top of the Table qualifier without ever making...
March 22, 2017
Folks! We'll be launching my latest book The Power of Zero Marketing Revolution on Tuesday March 28th, and we'll be shooting for a 3rd straight #1 Amazon bestseller. This book is only about 50 pages long and can be read...
March 21, 2017
I'm very excited to reveal the cover to my 3rd installment in the Power of Zero series, The Power of Zero Marketing Revolution. Book launch coming soon! Stay tuned for details!
For CDs, or bulk discounts on my bestselling books The...
March 7, 2017
Great news! My next book, The Power of Zero Marketing Revolution will be coming out in the next few weeks! Here’s the back cover summary as well as a look at the title page:
“Do you hate picking up the phone...
November 21, 2016
Happy Thanksgiving! Between now and 11:59 p.m CST on Friday, November 27th, you can buy the #1 Amazon best-seller The Power of Zero and Look Before You LIRP at the following REDUCED bulk rates with FREE SHIPPING! Feel free to mix...
November 10, 2016
Due to overwhelming demand from the Ed Slott Elite IRA Advisor Group Meeting and the Insmark Symposium, we have scheduled another FREE Power of Zero Boot Camp on Friday, December 9th here in Milwaukee, WI.
During this Boot Camp we will...
November 9, 2016
Here's a preview of my next article on LifeHealthPro.com:
The Honorable David Walker, the former Comptroller General of the Federal Government once wrote a CNN op-ed entitled Why Your Taxes Could Double. In this article he laid out the case that,...
October 6, 2016
Did you know that 90% of your clients will research the IUL on the internet before ever placing their policies in force? Here’s the problem: much of what they’re going to find will conflict with everything you’ve told them about...
September 20, 2016
On November 4th, I will be conducting a FREE “Power of Zero” boot camp in Milwaukee, Wisconsin. During this all-day event, I will be discussing the following:
Our university-based workshop “The Changing World of Retirement Planning”. This workshop is the basis...
August 19, 2016
Just happened upon this great review of The Power of Zero on the blog of the 2007 National Geographic "Adventurer of the Year" and backpacking icon Andrew Skurka. Check it out here. Learn more about Andrew Skurka here.
Life is full...
August 15, 2016
I had the honor and pleasure of sitting in on the recent NAIFA ClientCast featuring David Walker, former Comptroller General of the Federal Government and wanted to share a few excerpts as well as my commentary:
“Taxes are going up.”: ...
August 11, 2016
Stuck in traffic much? Haven't had time to sit down and read Look Before You LIRP
? Well, I have great news! Look Before You LIRP
is now available on CD only at lookbeforeyoulirp.com
! I hope you enjoy it!
July 27, 2016
My latest article on LifeHealthPro.com:
When Shifting Assets, Consider the Power of 28
For those who have read my book The Power of Zero, it’s easy to guess my favorite tax bracket in retirement: zero percent. Why? Because if tax rates double...
July 14, 2016
Not All Life Insurance Loan Provisions Are Created Equal
In my recently released book Look Before You LIRP, I make the case that starting a life insurance retirement plan is a long-term proposition, and not a decision to be undertaken haphazardly. ...
July 7, 2016
Starting this month, I'm going to be a regular, twice-monthly contributor to lifehealthpro.com for life insurance. If you want to learn more about the strategies I talk about in The Power of Zero and Look Before You LIRP, make sure...
June 29, 2016
I'm happy to announce that the kindle version of Look Before You LIRP is now available on Kindle for $9.99. To order your copy, click here
June 26, 2016
I'm offering a FREE copy of my recently released book Look Before You LIRP in exchange for a fair and honest review of it on Amazon. Click here to submit your review. After submitting your review, email your shipping address to my...
June 14, 2016
I need your help! Today we’re launching Look Before You LIRP, my follow-up to the #1 Amazon bestseller, The Power of Zero. My hope is that you’ll buy a copy today and help drive it to #1 on Amazon under...
June 13, 2016
I'm proud to announce that my follow-up to The Power of Zero, Look Before You LIRP, launches this Wednesday, June 15th. On launch day, I hope you'll buy a copy on Amazon as we hope to drive it to #1...
May 8, 2016
The follow-up to my bestselling book The Power of Zero will be launching next month! I've titled it Look Before You LIRP. The front cover and back cover description can be found below. Stay tuned for more details!
In his bestselling...
May 6, 2016
Stay tuned Monday for a huge announcement about my follow-up book to The Power of Zero
January 4, 2016
Here is former Comptroller General of the federal government David Walker's latest editorial on the fiscal state of the Union. Among other things, he questions the sustainability of our current debt load should interest rates rise (and it's already begun!)....
November 25, 2015
Happy Thanksgiving! Between now and 11:59 p.m CST on Friday, November 27th, you can buy the #1 Amazon best-seller The Power of Zero at the following REDUCED bulk rates with FREE SHIPPING!
20-49 $12.45 each
November 24, 2015
What if your clients could protect their estate from a long-term care event without all the heartburn of traditional long-term care insurance? My latest article tells you how.
To get The Power of Zero on CD or in bulk discounts, go...
November 17, 2015
If you're looking for updates on articles I've written, tax-free planning strategies, marketing approaches and Power of Zero events, follow me on twitter today!
Simply go to this link, log into your twitter account and follow me!
To get The Power of...
November 4, 2015
Ever wonder what our national debt would look like when stacked up as $100 bills? This video is eye opening because the narrator discusses not only our national debt, but the unfunded obligations for Social Security, Medicare, and Medicaid, which...
October 26, 2015
My latest article on LifeHealthPro.com entitled "The Top 10 IUL Myths and How to Debunk Them" can be found here. This article will appear in National Underwriter Magazine in November in a more abbreviated form entitled "The Top 5 IUL...
October 6, 2015
When advisors assist their clients in repositioning their assets from tax-deferred to tax-free, the following question sometimes arises: If my client does a Roth Conversion, does that count towards the Required Minimum Distribution? The short answer is no.
Let me illustrate...