Monday Minute – January 1, 2024

Welcome to 2024!

This quarter presents one of the biggest advisor opportunities of the year – its tax planning season. And more importantly, there are just 24 months before income and estate taxes are scheduled to increase for your best clients. So, the clock is ticking to protect them against rising rates. InsurMark has your back.

For starters our latest Breakthrough Advisor podcast with IRA and tax expert Ed Slott drops this week. Ed calls this one of the best conversations he’s had about taxes and planning for the generations. He shares his professional and personal experience with income and estate tax planning for families, and specifically how advisors can position themselves for greater success with affluent families and the next generation of clients. Don’t miss it.

One of the takeaways for advisors is that they need to embrace the super powerful and easy to use tax planning tools like InsurMark has to offer. Don’t guess about the numbers and don’t miss out on the huge opportunities for millionaire clients today, and tomorrow’s next generation of clients. These are conversations that will open income tax and estate planning opportunities for you.

Finally, we’ll have Ed for one of his super educational webinars on January 16th at 3:30pm CT so save the date. He’s talking about “2024 Retirement Tax Planning Opportunities.” The registration link will come out to you later this week.