Is your calendar full of new IRA rollover opportunities? It could be.

Look no further than the replay of our March 8th Taxes and Retirement Biz Builder to learn how to help clients achieve better outcomes and simultaneously produce remarkable business growth. No superpowers are required, but we will make you the hero.

We had an All-Star team including Jeffrey Levine CFP, CPA, voted one of the top 25 voices to turn to in uncertain times. He's the Creator and Program Leader for Savvy IRA Planning®, as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning®, both offered through Horsesmouth, LLC.

Roger Pine CFP, co-founder of Holistipan, showed us how to increase your value with tax planning and convert more affluent prospects into satisfied clients.

Think about this: 3.5 million new retirees this year, rollovers are exceeding $700 billion, and potentially rising taxes for all those retirees are on the horizon. It's time to jump!

The problem is that very few advisors see their calendars filled with these planning-hungry affluent families. That's the problem InsurMark solved in 2020, 2021, and again this year when our financial professionals' and advisors' businesses grew 20% or more by leveraging our strategies, technology, and people.

In the video below, Jeffrey shares just a piece of what you can expect to learn.




Stop spinning your wheels! 

What separates InsurMark Biz Builders from any other educational program is that we give you the tools, technology and the people to help put these tax and retirement strategies into action immediately. During our two-hour interactive session you learn more about how to:

• Validate IRA strategies.
• Analyze their tax consequences.
• Scan the client's 1040 and get tax planning insights in minutes.
• Create Reg BI annuity comparisons.
• Sources for protected and increasing income.
• Attract more affluent consumers to your webinars.
• Convert more prospects into revenue-generating clients.

To summarize:
First, let's talk IRAs: over 60% of retirees moved their defined contribution balances to IRAs last year. Almost 70% engaged with a financial advisor before they did their transfer. At close to $700 billion a year last year, this tsunami of rollovers will accelerate in 2022 since more people are retiring every day. That's what we call a wave of opportunities.

Second, retirees probably don't expect to pay more income taxes after they retire. And that's what makes "tax torpedoes" so insidious. Associated with Social Security and Medicare, these tax surprises could be triggered without a plan. And don't forget the risk of rising tax rates on top of that. 

Register today to access the replay.