Turning Tax-Deferred Into Tax-Free
While others are turning away, you should be running toward solutions leveraging qualified money.
Right now, you need help to kick things into high gear before year’s end. You need unique approaches to familiar challenges. You need this webinar! Your Ash Protection and Retirement teams are joining forces to explain something every advisor wants to understand: How to turn tax-deferred gains into tax-free benefits.
If your clients have ANY tax-deferred assets, you need to hear these strategies to help:
Give your client more meaningful and impactful results from their investments Create efficiency by turning tax-deferred gains into tax-free benefits Follow your AUM to the next generation of clients by establishing trust and credibility
No matter where you fall on the financial planning spectrum, you’ll walk away with strategies that address several hot-button topics: longevity and long-term care, tax efficiency, wealth transfer, and fiduciary standards.
As a bonus, you’ll get these ideas from someone on the “other” side of the business – our homegrown life insurance guy, Tim Ash, will demonstrate an annuity solution, while Mike McGlothlin, a diehard annuity and retirement income guy, will explain why you can’t afford to ignore the benefits of life insurance in your clients’ financial plans. Talk about fresh perspectives!
For advisor/registered representative use only - not approved for use with or distribution to the general public.
Originally recorded on September 21, 2017. Information is subject to change. Rates and products change frequently. Consult your Ash Brokerage team for the latest information prior to discussing any information in this webinar with your clients.
Product availability and features may vary by state. Important: Prior to soliciting business, be certain you are appropriately state licensed and appointed with the insurer and the product has been approved for sale by the insurer in that state. Registered Securities products may only be solicited by Registered Representatives. You must check with your Broker/Dealer to verify product approval and proper state registration. Securities offered through MerCap Securities LLC, Member SIPC. Ash Brokerage Corporation is not a subsidiary of nor controlled by MerCap Securities LLC.