Newsletter for the Counter-Cultural Retirement Advisor
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Issue: #546  |  April 20, 2026
“I recommend you write at least one thank you note every day. ” ―Nick Murray
Greetings,
 
Welcome to this week's Advisor Training newsletter. Our goal is to provide training, education and insights for solo/independent Advisors who adhere to our client-first, counter-cultural, and sometimes counter-intuitive investment and business philosophy.
 
If you're not yet part of our AdvisorFirst Group but you'd like to learn more, you can schedule a chat with me.
UPDATE: the Jackson Income Rider Flex Plus gets updated on March 27.
  • 7% bonus during deferral years
  • 5.85% withdrawal rate at age 65
  • Four opportunities per year for a market step-up to increase the guaranteed income (quarterly look-back)
THIS WEEK'S PRO-TIP
AdvisorFirst Google Drive Folder

Our AdvisorFirst Google Drive Folder contains:

  • Commonly used spreadsheets
  • Slides
  • Presentations
  • Templates.
LAST WEEK's QUIZ

Markets go UP approximately X out of Y years?
  1. 1 out of 5 (20%).
  2. 2 out of 5 (40%). 
  3. 3 out of 5 (60%).
  4. 3 out of 4 (75%). 
  5. 2 out of 4 (50%). 
  6. 1 out of 4 (25%).

Answer = 4
BUSINESS MEMES

Michael Paulding Thomas

Securities Principal & Advisor Development

 

Over three decades of training part-time and full-time financial advisors. Developed 2 $200k-earners, 10 $100k-earners, 15 part-time $50k-earners and built a $1.6M revenue sales force.

Securities offered through Innovation Partners, LLC. Member FINRA/SIPC