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.
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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.