Thank you for clicking on the link to download the multi-page summary on the FBAR settlement offer written by David M. Henderson, CPA, JD, LLM of Duggan Bertsh, LLC.

To download the summary, please click here.

If you are a rated member and would like a printable copy, please e-mail Email Us“>Email Us

For those of you who have not read this week’s newsletter from the WPI titled: A Must Read: The Oral Arguments on Rule 151A (Regulating FIAs as Securities), please click on the title and it will take you to the article.  If you simply want to download the transcript of the oral argument, you can click here.

The 4orce’s New
Opt-In e-mail/follow up System

Many of you have shown an interest in The 4orce CRM system as a way to better follow up with your clients and leads (so you can generate more business and provide better service) and as a way to avoid lawsuits.

While I’ve not announced it until this newsletter, I’ve had my programmers building an upgrade module for The 4orce that is a must for any advisor sending e-mails to their clients or leads.

I had the programmers build a landing page/double opt-in e-mail system.  What is that?

Almost everyone by now has gone on the web and had to fill out a form to get more information or to sign up for a newsletter or whatever.

The 4orce‘s new module will make it incredibly easy for all advisors to create their own landing pages for clients or leads to put fill out forms to receive more information on various offered items where after they hit the submit button, they will become part of your double opt-in e-mail system.

It’s tough to communicate how really neat this application is and how it can help  you.  Therefore, I created an overview video that you can watch.

To sign up for a FREE 30-day trial of the 4orce, please click here.