Rethinking Retirement Tax Planning for 2023 and Beyond

During this interactive session, Ed shared his 3-year plan for your clients to capitalize on inflation and taxes and his best IRA and retirement tax planning strategies for 2023.

  • Learn how to take advantage of these current inflation levels, the new tax rules, and alternative distribution strategies.
  • Learn how to use Ed’s 3-step plan to identify the clients who will benefit most from recent tax changes.
  • It’s time to rethink and reverse traditional retirement planning strategies.
  • Learn how to develop these new practical planning ideas to showcase your expertise and increase your income.
  • Get trained on SECURE Act Planning – Including all new SECURE Act 2.0 provisions.
  • This includes planning for the end of the stretch IRA.

BONUS #1: Learn about the tax planning app one of our advisors used to generate over $17 million in sales in 2022.

BONUS #2: See the highest-converting digital campaigns for converting cold leads and clients into new retirement assets.

Ask your Advisor Development Consultant for a replay today.

Carrier Updates

Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents. 

MYGA Report

Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.