Would your clients like to pay more or less taxes in retirement? One would think that most people would quickly answer that they would like to pay less, yet the retirement planning those same people are doing may be giving them a greater tax exposure in retirement than they realize.
Join our webinar to gain a better understanding of the role life insurance can play in retirement planning. The taxes your clients pay on their retirement income varies so it’s important to offer options that allow them to maintain balance and control in retirement. We’ll also talk about some strategies that financial professionals can implement in their practice to close more sales and provide more value to their clients.
Featuring:
Kurt Fasen, LLIF, LUTCF
Executive Vice President, Sales & Marketing
DBS, Moderator
Mike Coyle
Sales Vice President – Life Brokerage
Lincoln Financial Distributors, Inc
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