Reviews written by Dan Lohmar

-

Good. Stuff . Retirement income generation is a area that cannot be talked about too much. I'm always willing to listen to new ideas.

too much information in too short of a period. Good info, but just too much to cover in 60 mins.

-

Always insightful and great perspective. Always good to have an economic view that is free from political persuasion.

Good to consider information. I'm not sold on the approach after an hour webinar but there were good points to take away.

-

-

great review and compilation of info

Very informative. I spent some time reading up on Income Discovery this week so it was great to have a first hand presentation.

as always, good stuff from Fritz

probably the best and most useful webinars on A4A. Very good info to go over. Bring him back!

great info on the new product. glad to see a consolidated unbiased presentation of the product.

As always, Great CE credit presentation. it doesn't get better than that.

-

-

Fritz always give good insight. Another good one.

-

good info regarding tax considerations. Bob always has good presentations and insight.

Webinar would have been better from an adivor's point if it were presented in a "this is what you should do when a client is presented with a life settlement...

very good info to get all in one place

I just switched from Money Guide Pro to NaviPlan select. There were features of MGP I thought were great, such as itemized goal prioritizing and asset class history, but...

OUTSTANDING! This is a topic that does not get nearly the attention is deserves. Buy and hold advisors compete on a daily basis with the daily bombardment...

-

Very informative. Good to get "real life" information. Great format to understand the "value" of estate planning. Will use the similar format with clients.