Are you thinking of becoming an Investment Advisor Representative (IAR) (or are you already an IAR)? If so, you’ve come to the right place. Peace of Mind (POM) Planning is a one-of-a-kind RIA designed to work with advisors who want to help clients grow wealth with low risk while still accomplishing their investment/retirement goals.
White paper—if you want to learn the power of using tactically managed/low drawdown risk managers;
you should definitely download the following white paper:
Investment Risk vs. Investment Return White Paper: Click here to read.
Did the fiduciary regulations that were almost implemented by the DOL get your attention? Are you worried about states like New York, Maryland, New Jersey, Nevada, Washington, etc., passing their own fiduciary standards that cover fixed life and annuity products? If not, you should be. Thousands of insurance-only licensed agents almost lost their ability to earn a living when 151A passed. Thousands of agents almost fell under the DOL regs. Thousands of agents in all likelihood will eventually be regulated by states who will be passing fiduciary regulations that cover fixed product sales.
On this site, you will learn why you should obtain your Series 65 and become an IAR under our RIA (doing so will prepare and protect you from the fiduciary standards that will be passed by the states and increase your ability to generate income).
POM Planning “gets it.” We understand the proper use of Fixed Indexed Annuities(FIAs) and Indexed Universal Life (IUL) insurance as protective wealth-building tools and how they can be utilized in an overall financial/retirement plan.
We invite you to surf our site so you can learn about the unique value POM Planning brings to the table so you can determine if NOW is the right time to move your career/business forward by becoming an IAR under our RIA.
When you have come to the conclusion that you are serious about becoming an IAR, please feel free to e-mail POM Planning (firstname.lastname@example.org) with your questions; or if you’d like to have additional information (company brochure, ADV, etc) sent out about our firm, please click here to fill out a request for more information.
POM Planning “gets it.”
We understand the proper use of Fixed Indexed Annuities (FIAs) and Indexed Universal Life (IUL) insurance as protective wealth-building tools and how they can be utilized in an overall financial/retirement plan.
Low-Risk Money-Management Platform
POM Planning also has a unique low risk money-management platform.
New Fiduciary Regulations?
Are you worried about state securities departments passing laws to regulate fixed products?
While POM Planning’s #1 goal is to support advisors so the “best” services/advice can be given to clients, POM Planning is also dedicated to helping its advisors earn more money (and, coincidentally, the two go hand in hand).
Power and Protection? Using a tactical overlay on top of passive investment can offer clients the best of both worlds. The overlay provides protection in an attempt to avoid large drawdowns while when not activated, the passive strategy seeks to generate market rates of return (or better).
Some states are trying to force insurance agents to become securities licensed. Whether it’s through the Source of Funds rule or whether it’s with new legislation that explicitly places a fiduciary duty on insurance agents, it’s something that appears unavoidable!