2024 Retirement Tax Planning Opportunities
featuring ED SLOTT
named The Best Source for IRA Advice by the Wall Street Journal
Ignite Your 2024 Retirement Income Business
In this on-demand event, Ed Slott shares the 15 Retirement Tax Planning Action Steps that Elite Advisors are taking right now!
Taxes are going up! Get ahead of the competition. Your best prospects and clients will ask for more tax planning assistance even before the Tax Cuts and Jobs Act sunsets on 1/1/26 and tax rates rise.
97% of affluent families expect their advisor to do their tax planning. Only 25% of advisors are doing this now.
You can help. (See Ed's short video below to hear how).
InsurMark will show you how to simplify and demystify tax planning for your business and your clients.
During this on-demand event, we'll show you how the fastest-growing advisors are meeting this need and scaling their tax planning business. We'll show you the marketing tools and processes that find these high-intent buyers and drive explosive organic growth around tax planning.
Here is Ed in his own words:
THIS IS 2024 RETIREMENT TAX PLANNING OPPORTUNITIES WITH ED SLOTT. GET ACCESS NOW!.
If you have any questions or would like additional information about the program, please reach out to assistance@insurmark.net.
ADDITIONAL WEBINARS, PODCASTS, DOWNLOADS
THE ULTIMATE ROTH CONVERSION
Guest speaker Ed Slott July 2021
Rising taxes are a serious threat to retirees and there are few tax planning strategies that can move the needle long-term like a Roth Conversion …WATCH NOW >>
GOING BEYOND ANNUITIES, OTHER VALUABLE RETIREMENT CONSIDERATIONS
Guest speaker Tom Hegna June 2021
Covering everything from retirement income and taxes to life insurance, healthcare, and more. Tom shares his best advice so you too can become …
LISTEN NOW >>
FIA & RILA INDICES: THE GOOD, THE BAD, AND THE UGLY
Guest speaker Laurence Black August 2021
Laurence Black, of The Index Standard, highlights how his organization provides advisor-related unbiased index ratings, forecasts and breaks down …
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VALUABLE TIPS AND TRICKS TO ENHANCE RETIREMENT INCOME PLANNING
Guest speaker Mary Beth Franklin July 2021
Mary Beth Franklin is a nationally recognized expert in Social Security and Medicare planning …
LISTEN NOW >>