Reviews written by alicer206
5.0 |
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Keebler is usually great and didn't disappoint.
4.0 |
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I feel like Fritz is a perma-bull. I listen occasionally for an upbeat report to see if I am missing anything from an optimistic source of economic info, he...
3.0 |
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It was a little dry, especially the body of knowledge explanation at the beginning. Nevertheless, I appreciate having the imput on this important topic.
5.0 |
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This is possibly the best compliance session I have attended in my 17 years in the business. Chris was very specific about our responsibilites and that is rather unusual......
5.0 |
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5.0 |
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Excellent. I thought the perspective for using annuities for tax planning was. useful info for an RIA
5.0 |
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very well done and compelling performance history. Thank you!!
3.0 |
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5.0 |
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excellent. I always enjoy Bob Keeblers clear manner of speaking. Make difficult concepts easier.
3.0 |
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good topic but it moved along a little slow for me. I kept looking for other things to do. Maybe dumbed down is good, but start with the...
3.0 |
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It was difficult for me to follow, maybe because I am not very familiar with SPIAs and GLWB's. Concepts were good all in all. I have relied on...
alicer206
February 08, 2013
Meets my needs and my expectations
I have had the product just a couple of months. I have no experience with the trading or fixed income aspects.
5.0 |
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Scary but good info. One of the best education programs I have attended in the past year. Thank you and I look forward to hearing about your new...
5.0 |
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alicer206
August 06, 2012
Great program that keeps up with the times
New Social Security planning module is helpful.
4.0 |
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4.0 |
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5.0 |
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Excellent presentation, excellent top-notch speaker, and relevant info.
5.0 |
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5.0 |
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4.0 |
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Very complex. Made me think a consultant is necessary to help with this. Did not really offer solutions, just information.
5.0 |
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very helpful. I'm insecure about the ISOs NSOs and NUA
4.0 |
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Very complex. Made me think a consultant is necessary to help with this. Did not really offer solutions, just information.
3.0 |
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Oh, my gosh, have I been around long enough to know all this stuff? I didn't find much that I would think of as a new perspective.
4.0 |
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i use fritz's webinars as a personal pick-me-up. they are upbeat and optimistic. I truly hope his perspective is reliable. Maybe a little more bad news is...
