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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 bomb" in retirement....
Key Takeaways: Using Life Insurance for Estate Planning • Massive Tax Savings Potential: Properly structured life insurance can help preserve 85-95% of an estate's value for beneficiaries, compared to poorly planned estates that typically lose 30-55% to taxes and...
Key Takeaways Paid digital advertising can be an effective way for insurance agents to reach new customers and drive more leads and sales. To measure the success of paid digital advertising, insurance agents should track key metrics such as CTR, conversion rate, CPC,...
Key Takeaways Understanding annuity tax implications is crucial: Annuities have complex tax rules that vary depending on the type of annuity, funding source, and payout structure, and understanding these rules is essential for providing sound advice to clients....
Key Takeaways Annuities with LTC riders offer a hybrid solution for long-term care planning: Annuities with long-term care (LTC) riders provide a way to secure retirement income while also protecting against the rising costs of long-term care, offering a "no-waste"...
Key Takeaways To effectively leverage social media, insurance and annuity agents need to define their niche and target audience, craft a compelling brand story, and maintain a consistent visual identity to build a strong brand. Building trust is crucial in the...
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