Many hard-working people today are setting aside money for retirement, but most of them may be making a huge mistake. Not only are there major risks in the traditional retirement approach, what many people don't realize that it may not be the amount of money they're saving for retirement, but where they're saving it that matters most.
This Lead Video:
Today, more-and-more people save money in qualified plans and they don't realize the potential tax issues that these plans create. If they only knew a better way ... and this video helps open up a conversation.
Complete the form and you'll get access to this short prospecting video you can use either to email to prospects, or post to social media to drive interest in another way to supplement their retirement savings.
© 2023 Partners Advantage - A Gallagher Company
For financial Professional Use Only. Not For Use With The Public.
This information is presented in connection with the promotion or marketing of the matters addressed in this presentation. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. This presentation is not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, please consult your own tax or legal counsel for advice.
This material intended for education purposes only and is not intended to serve as the basis for any investment or purchasing decision.
Guarantees are backed by the financial strength and claims-paying ability of issuing company.
Not FDIC insured | May lose value | No bank or credit union guarantee | Not a deposit | Not insured by any federal government agency or NCLIA/NCUSIF
This content is informational and educational purposes and are not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials and/or social media as required by their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.
Partners Advantage Insurance Services and their representatives do not give tax or legal advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Encourage your clients to consult their tax adviser or attorney.