Reviews written by alicer206

Bob Keebler - great resource for us!!! Thank you for making it possible.

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I think the data was interesting and comforting to me, but I didn't get the sense that Mr. Martin strongly believed in the importance of the data. Perhaps he...

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Great info again. I didn't realize it would be so close to Fritz' info I listened in on last quarter. Probably won't listen again for 12 months....

excellent -- wonderful to hear the latest from Mr. Keebler

Wow! Excellent info. I like that it goes up against the "new normal" theory that is forecast by Pimco which I have followed closely. Very relevant info. ...

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good and timely. I'm filling out my ADV Part 2 now, and it helped to clarify some things for me.

very good. Trust Protector would have been a good asset on case I'm involved in now for death of first spouse/second marriage spouse vs deceased spouse natural children....

Good info. glad he got to the info that directly impact financial advisors, i.e. regulation by FINRA vs states, custody rule.

Wow! May be the most relevent subject and best speaker possible. Excellent info. I have attended many of your webinars the past year and found this one...

Excellent info and much needed. Rick was a little wordy, but a clear communicator.

I do appreciate you making these available. I am not interested in investing in gold etf's, but so many clients have questions that it was helpful to have some...

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very helpful. I'm insecure about the ISOs NSOs and NUA

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