Media Downloads:
Owners Discuss Adoption of 151A
Listen to our owners recommendations on what you should do now that the SEC has officially adopted rule 151A.
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Hear Mike Reese discuss how IRA Strategies have transformed his business (8.12-08):
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What you need to know about SEC Proposed Rule 151A - 8.6.08
Conference Call with David Callanan, Derek Thompson, and Cody Foster.
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SEC Proposes Rule for EIAs – How will this impact you
Conference Call with David Callanan, Derek Thompson, and Cody Foster.
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Webinar:
Sorting out the Income Riders 6-19-2008: Advisors Excel Founders: Dave Callanan, Cody Foster, and Derek Thompson.
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Mike Reese: Learn How Mike Gets a Commitment from IRA Prospects.
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May State of the Union: Featuring Cody Foster, David Callanan, & Derek Thompson.
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Download Part 2
Download Visual PDF for call
January State of the Union: Featuring Cody Foster, David Callanan, & Derek Thompson.
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“Roth Conversions & The IRA Conversion Annuity” featuring Robert Keebler, CPA:
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