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 down load the following 49-page white paper:
Investment Risk vs. Investment Return White Paper: Click here to read.
If you want to learn the power and protective nature of using a tactical overlay on passive investment strategies, click here to download an 11-page white paper.
Are you already an RIA? POM Planning has selling agreements with many RIAs who want access to some of our low drawdown risk/tactical managers as well as our custom tactical overlay we put on top of passive investment strategies. If you would like to learn more about getting a selling agreement with our firm, email email@example.com.
Fiduciary liability continues to be a huge issue in the securities as well as insurance industries. While the DOL regulations failed to pass, state security departments are trying to pass laws that would effectively do the same thing.
We believe that all advisors should, as baseline, have a Series 65 license. This allows an advisor to give the best overall advice to clients without trying to put too much money into fixed products.
On this site, you will learn why you should obtain your Series 65 and become an IAR under our RIA (doing so will protect your ability to earn a living and also increase your 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 (we also have many selling agreements with other RIAs who want to get access to the managers we use and our tactical overlay).
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.