Dennis Turbegen - Millionaire Advisor?

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Oct 18, 2008 3:57 pm

I recall reading something about this guy / firm / approach but can't remember, and there's nothing under 'Search'? He's doing a sales trek through the Mountain West and I was 'invited' -- along with every other holder of an insurance or securities license, I suspect -- to a 'free' seminar.

 
Any thoughts?
Oct 27, 2008 12:17 am

OK -- I went to his meeting / presentation. It involves paying $3600 to attend a 3 day workshop in

Grand Rapids MI where you learn how to use SPIA's w/ life insurance with dynasty trusts. That's it -- solves every financial problem known to man.
Go to MI, learn 14 'tricks' -- you pay them, then for every deal you surface they get (this varies) between 1/4 and 1/2 of the commissions.
 
They also have an even neater trick where you use the above 'solve every...problem known" in charitable giving -- this you have to pay $32,000 for. I am not making this up. Its probably an annuity inside an CRT w/ life insurance.  Every problem needs more life insurance andan annuity.
 
If you have studied for the estate planning portion of hte CFP you should already know this.