Are you sick of talking about risk and income? Some of your prospects and clients are too. What is one thing many financial professionals shy away from, yet many prospects and clients are interested in?
Developing an income tax-free retirement strategy. Taxes may go up in the future. It may be best for your clients to pay taxes now, in a lower tax environment, to generate tax-fee income later when taxes could be higher.
Request the white paper that clearly illustrates:
1. How to capitalize on taxes while they are on sale
2. Options for developing a tax-advantaged income
3. How to position IUL and Roth conversion conversations
without the “I don’t want to pay taxes” objection
4. Why tax diversification should play a key role when it comes to retirement strategies