YOU'VE GOT____________!

You've got _______! The words no one ever wants to hear from a Doctor regardless of how you fill in the blank. After the initial shock wears off...

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The MIRA Method - Success from the Field

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The ERISA "Promised Land"

The door to the ERISA "Promised Land" opens easier with the key than having to pick the lock. How does one obtain the “Key” simply befriend the guardian. Who is this guardian you ask, the ERISA Auditor or better known simply as the Most Trusted Advisor. Why befriend the MTA, well, you can fish in a well-stocked pond or troll the ocean, you choose. The auditor/MTA is tasked with one of the most difficult roles ...

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The MIRA Method with James Holland

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The most IMPORTANT words for a Responsible Plan Fiduciary to hear

Last time we discussed the 3 Most Dangerous Words in ERISA. This time we will focus on the 3 different words. They are arguably the 3 most IMPORTANT words for a Responsible Plan Fiduciary to hear...

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The 3 most dangerous words in ERISA are...

I know what you are thinking James this is an easy one. The Department Of Labor, Internal Revenue Service or Schlichter, Bogard and Denton. All good guesses but incorrect. I willing to wager a nice meal somewhere of your choosing that if I gave you another chance...

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A Tale of the Limited Scope Cardiologist & the Co-Dentist

ERISA is COMPLICATED. Let’s try to simplify ERISA by relating financial advice with medical advice. How? Let’s follow my primary doctor’s advice that I see a new Cardiologist and a new Dentist in my area.

In the Cardiologist’s waiting area I noticed on his business card that he was a "Limited Scope" Cardiologist. During my appointment I perceived him as fully knowledgeable and professional so after reviewing my tests I believed him when he stated surgery was urgently needed. He "recommended" using...

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