Hello all MDs. In your whale hunting efforts have you come up across any car lovers? If so, I've got this beauty they may be interested in. For the MD that introduces a buyer there's a 1% finders fee! Pretty easy day at the office :). https://www.autotrader.com/marketplace/buy/chevrolet/corvette/2023/1G1YF3D39P5602618?listingId=688548826

Some may remember that I had a case close this time last year. My Client preferred to do this anonymously because of some very close ties that exist while a family member is still employed at the institution. So while the client nor I are mentioned the attached item tells the story of what we got accomplished. I think this is the first time in my 40 plus years that a case I helped create and close has been held out as an example for others to follow in print media.

I have a 9:1 tax mitigation strategy that produces 15% returns for 5 years with a return of capital in 5 years. ie. 100K placed into the strategy would net a $1M tax deduction and produce 15K a year. Looking for those with an open mind who believe the strategy may benefit their client

The ability to help others with their wills/trust and POA's has been rewarding. Knowing the UFADAA rules is vitally important in this planning and I have become a trusted source for my clients as most had no idea how this affected their estate planning.

We want to have as many insurance agents and financial planners as possible collaborating, exchanging valuable ideas, and receiving tangible assets (i.e. calculators, spreadsheets, software etc...) and anything else you would want to give away for free. "What you share multiplies and what you withhold diminishes." - W. Clement Stone WHY DO SOME FINANCIAL ADVISORS THRIVE AND THE OTHER 99% DON'T?