Monday Minute – January 22, 2024

The Breakthrough Advisor with Ed Slott

Our latest Breakthrough Advisor podcast features IRA and tax expert Ed Slott sharing 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.