Key Takeaways CPAs are goldmines for qualified annuity leads because they work directly with affluent clients facing retirement tax challenges that annuities can solve, including tax-deferred growth needs and required minimum distribution planning. Building authentic...
Key Takeaways Empty nesters represent a significant untapped market with unique insurance needs as their financial priorities shift from child-rearing expenses to retirement planning and wealth preservation Life insurance repositioning opportunities include converting...
Key Takeaways Social Security alone is insufficient for most retirees, typically replacing only 30-40% of pre-retirement income, creating a significant gap that must be filled through additional income sources and strategic planning. Annuities serve as the cornerstone...
Key Takeaways Diversify Your Tax Strategy: Don’t put all your retirement savings in tax-deferred accounts like 401(k)s. Incorporate Roth IRAs and properly structured life insurance to create tax-free income streams and avoid creating a “tax time...
Key Takeaways • Market Warning Signs Demand Defensive Action: The S&P 500 has crossed the “line of death” indicator, with extreme valuations and market conditions similar to previous bubble periods, suggesting a significant correction may occur within...
