Math.Logic.Wealth - Knowledge is Power

Math.Logic.Wealth - Knowledge is Power

Attention Financial Planners: Armour Up in a Litigious World

In today's complex financial landscape, ignorance isn't just a disadvantage—it's a liability. Welcome to Math.Logic.Wealth, where we're not just educating; we're fortifying your practice against the ever-present threat of litigation.

The Hidden Power in Knowing Your Shit

Let's face it: in the world of financial planning, life insurance is a beast you can't ignore. It's popular, poorly understood, and packed with huge dollars and commissions. But here's the kicker—you can get sued over it even if you don't sell it. That's right, it's an optional investment category with mandatory risks.

Why Math.Logic.Wealth Matters:

  1. Compliance Armor: In a world where being fully compliant on product recommendations is virtually impossible, we give you the next best thing—a suit of armor built from knowledge.
  2. Product Leadership: Uncover appropriate positioning for life insurance products. It's not just about selling; it's about leading with expertise.
  3. Liability Shield: Know it to sell it, or know it to avoid it. Either way, you're covered.
  4. Opportunity Uncovered: For many, this is a sales opportunity waiting to be tapped. We call it product leadership.

Our Unique Approach:

  • 15-minute power sessions focusing on the 5 most crucial points
  • 45-minute open discussions for "productive disagreement"
  • Recorded 5-slide presentations for on-demand learning

One Session Can Change Everything

We're so confident in our approach that we believe a single session will hook you. Here's why:

  1. Immediate Applicability: Walk away with insights that strengthen your compliance stance immediately.
  2. Depth in Brevity: Accomplish in one hour what might take days to learn elsewhere.
  3. Community of Excellence: Connect with professionals who are serious about mastering this complex field.

The Math.Logic.Wealth Promise: "Here's a way to make more money the right way."

We're putting a stake in the ground for educated, independent financial professionals. Our goal isn't just to inform—it's to transform how you approach life insurance in your practice, making you more compliant, more knowledgeable, and ultimately, more successful.

Ready to armour up? One hour could be the difference between vulnerability and invincibility in your practice. Interested? Send me a direct message for more information about Math.Logic.WealthTM.

Join us. Because in this game, knowledge isn't just power—it's protection.

#MathLogicWealth #ComplianceArmor #FinancialPlanningRevolution


Michael (Mike) Jodouin, CFP, CIM, FMA

*Opinions expressed are my own.* I work with Lawyers to help them identify and implement their insurance needs.

8 个月

Great sessions! Thanks Jeff!

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Jeffrey Cait, MBA, CFP, CLU, CH.F.C., TEP的更多文章

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