November 9 2020 Weekly Summary 11/9/2020: Year-end Plan! NEW Tax Diversity Piece; Loan Instability? PIUL Analysis; LTC Month; Alzheimer’s Too! arevalo News
November 2 2020 Weekly Summary 11/2/2020: NEW LIRP Consumer Site! IUL Cons Vids! IUL CV Boost; LTCAM Webinar AND Mat’l; LI: Part of Fin. Plan arevalo News
November 2 2020 Weekly Summary 10/26/2020: Conv Term w/ABR! Trust Ping post-T CJA, Social Med Kit, SVUL Cons arevalo News
October 19 2020 Weekly Summary 10/19/2020: Social Media How-To! Got Teachers? Tax Efficiency; Bus. Owner Ret; Tax-Ready Ret; and NEW Ret. Site! arevalo News
October 5 2020 Weekly Summary 10/5/2020: Fin’l Plg Month? Chron Illness Profile; LTC Starters; Sales/Mktg Webinar; Linked Bens Compared arevalo News
August 31 2020 Weekly Update 8/31/2020: Life Ins. Awareness Mo.!; For’n Nat’l Update; FIA Webinar; Cool Est. Plg Piece; Low Int. Rate Ideas! arevalo News
August 24 2020 Weekly Update 8/24/2020: CPA Networking! Sales Tools Site! Medicare Educ. Site; Bus. Owner Site; Linked Asset Trng; IRA Max! arevalo News
August 3 2020 Weekly Update 8/3/2020: A Trivia Contest?! Easy DB Needs Sheet; Updated Review Checklist; THREE Excellent Sm Bus. Brochures! arevalo News
July 27 2020 Weekly Update 7/27/2020: NEW Term; Repriced Term; MORE Repriced Term! $1M Xtra DB w/No UW! LTC Concierge and Training! arevalo News
July 27 2020 Weekly Update 7/20/2020: Post 7/15 Help; COVID Study; Bus.Owner Tools; Gift Policy; Market Volatility arevalo News