There are 3 key components to successfully sell this LIRP concept. Join Joe Ross from AIG, a sought-after creator of financial strategies, as he helps you help your clients successfully implement this tax-efficient strategy. Don’t miss it! Tomorrow at 11:00 am EST. Register here.
There’s no better time to go over a woman’s insurance and retirement needs. Women face unique challenges, and their finances may have to work harder and last longer. To help celebrate Women’s history month, use this customizable copy to help get the conversation started.
Offer business owners a complimentary, personalized analysis that considers the value of their business, their business transition plans, and their potential retirement income sources. Go here for brochure.