During this interactive session, Ed will share his 3-year plan for your clients to capitalize on inflation and taxes.

Don’t miss our next business alpha webinar, “Rethinking Retirement Tax Planning for 2023, and Beyond,” with Ed Slott.

Yes, inflation is a problem, but not when it comes to tax planning. It’s a massive opportunity to help clients protect and save more of their retirement savings from future higher taxes than ever before!

Show clients how to take control of future taxes.

This presentation features Ed Slott’s best IRA and retirement tax planning strategies for 2023.

  • Learn how to take advantage of these current inflation levels, the new tax rules, and alternative distribution strategies.
  • You’ll learn how to use Ed’s 3-step plan to identify the clients who will benefit most from recent tax changes.
  • It’s time to rethink and reverse traditional retirement planning strategies.
  • Learn how to develop these new practical planning ideas to showcase your expertise and increase your income.
  • Get trained on SECURE Act Planning – Including all new SECURE Act 2.0 provisions.
  • This includes planning for the end of the stretch IRA.

We’ll share the tax planning app one of our advisors used to generate over $17 million in sales in 2022.

BONUS #2: We’ll also share the highest-converting digital campaigns for converting cold leads and clients into new retirement assets.

Join us February 28th!
I'm ready to hear what Ed and InsurMark say about tax planning.
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If you have any questions or would like additional information about the program, please reach out to [email protected].