Are your clients concerned about how tax increases could impact their retirement lifestyle? Do they know how much of their retirement savings will be paid to “Uncle Sam”? Are they aware it’s possible to have tax-free income in retirement?
For over 25 years, we’ve worked with financial professionals to use properly funded and structured life insurance to help clients save on taxes in retirement. Now, we’ve written a book that you can use to help position yourself as an authority on life insurance as a tax-free income source in retirement.
You can even have your name put on this book titled, “Taxes: A Big Risk to Your Retirement Lifestyle,” and share with clients to show you know your stuff.
In the book, your prospective and existing clients will discover:
© 2023 Partners Advantage - A Gallagher Company
For Financial Professional use only. Not for use with the public.
This content is for informational and educational purposes, and is 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 engages in (or refrains from) a particular course of action.
Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing presentation in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.