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A Unique RIA Built to Support IARs

                Are you thinking of becoming an Investment Advisor Representative (IAR) (or are you already an IAR)?  If so, you’ve come to the right place. Peace of Mind (POM) Planning is a one-of-a-kind RIA designed to work with advisors who want to help clients grow wealth with low risk while still accomplishing their investment/retirement goals.

                Two new white papers—if you want to learn the power of using tactically managed low drawdown risk managers; you should definitely down load the following two white papers:

Income-for-Life White Paper: Click here to read.

Investment Risk vs. Investment Return White Paper: Click here to read.

                POM Planning understands that there are thousands of insurance-only licensed agents who almost lost their ability to earn a living when 151A passed. POM Planning is here to help those same agents protect themselves from further federal and state regulations that are already having a chilling effect on the industry.  On this site, you will learn why you should obtain your Series 65 and become an IAR under our RIA.

                POM Planning “gets it.”  We understand the proper use of Fixed Indexed Annuities (FIAs) and Equity Indexed Universal Life (EIUL) insurance as protective wealth-building tools and how they can be utilized in an overall financial/retirement plan. 

                POM Planning also has a unique low risk money-management platform (click here to learn more) that will help advisors gather millions of dollars under management.

            We invite you to surf our site so you can learn about the unique value POM Planning brings to the table so you can determine if NOW is the right time to move your career/business forward by becoming an IAR under our RIA.

            When you have come to the conclusion that you are serious about becoming an IAR, please feel free to e-mail POM Planning (info@pomplanning.net) with your questions; or if you’d like to have additional information (company brochure, ADV, etc) sent out about our firm, please click here to fill out a request for more information.

Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Horter Financial Services. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, and Security Benefit Life.


QUESTIONS?

If you have questions or want to contact POM Planning, pleae e-mail info@pomplanning.net
©Copyright 2012 PEACE OF MIND PLANNING