Frequently Asked Questions

Are you really hosting "free" webinars?  What's the catch?

Yes, the Internet seminars are entirely free, and there is no "catch".  Let me tell you why.  The financial services industry is the largest industry in the world, and it is extremely competitive.  As such, we are constantly "bombarded" with offers from marketing organizations who want to do business with us.  They all tell you how great their organization is and what they can do for our business.  After a while, they all sound the same.  I finally got to the point where I would tell them that if what they had to offer was so great, then let me see it before I would contract with them.  It really helped to "separate the wheat from the chaff".

I thought that as long as I felt that way about them, many people would feel the same way about financial and retirement planners.  So, we show you everything, with nothing held back.  No "catch" or "hitch" (or even cost, for that matter).

Once I have the information, what's to stop me from taking your information and doing business with someone else?

Nothing.  Sure, every once in a while someone has a cousin or brother-in-law in the industry, and wants them to "take care of it".  However, who would you want to "take care of this" for you, the experts who brought it to your attention, or the guy who falls asleep on your sofa in front to the TV after Thanksgiving dinner with his belt unbuckled and his fly open.  Is this the person you are willing to entrust your future to?

"Retirement is like a long vacation in Las Vegas. The goal is to enjoy it the fullest,
but not so fully that you run out of money."
                                                                                                   Jonathan Clements

If the webinars are free, what's in it for you guys?

The powerful strategies that we teach you for free involves a process called asset re-allocation.  In other words, we teach you how to build a large tax-free income that you can never outlive simply by directing your money to the "right" places instead of the "wrong" places.  You are able to easily accomplish this without spending a penny more than you do already!  When you re-direct your money to the appropriate financial instrument, we receive a fee for service.  This fee for service comes from a third party, not out of your pocket, and does not impact your wallet whatsoever.  Since we are independent brokers, and not "married" to any one company or product, it allows us to select the best product(s) for your specific situation.

Is this strategy of "asset re-allocation" new?

No, quite frankly it's been practiced by the wealthy for a long, long, time.  It allows you to create tremendous wealth by leveraging your existing assets.  Even George W. Bush said it himself: "the really rich people figure out how to dodge taxes anyway." We teach you how to take full advantage of all of the deductions, exclusions, allowances, and exceptions that you are entitled to.

Why doesn't everybody do this?  Is it too late for me?

This powerful strategy has been a closely guarded secret of the ultra-wealthy for many years.  Only recently has this powerful strategy been revealed to the rest of us.  As a baby boomer, it could not have happened at a more opportune moment.  It has the potential to allow an entire generation to achieve an incredible retirement, even if you are starting late.  In the next few years, you will see this amazing process become more mainstream and commonplace.  However, since this powerful strategy is very safe and conservative, it depends heavily on compound interest.  So, the sooner the better.