In this on-demand event, Ed Slott shares the 15 Retirement Tax Planning Action Steps that Elite Advisors are taking right now!
Taxes are going up! Get ahead of the competition. Your best prospects and clients will ask for more tax planning assistance even before the Tax Cuts and Jobs Act sunsets on 1/1/26 and tax rates rise. 97% of affluent families expect their advisor to do their tax planning. Only 25% of advisors are doing this now.
You can help. (See Ed's short video below to hear how).InsurMark will show you how to simplify and demystify tax planning for your business and your clients.
During this on-demand event, we'll show you how the fastest-growing advisors are meeting this need and scaling their tax planning business. We'll show you the marketing tools and processes that find these high-intent buyers and drive explosive organic growth around tax planning.
Here is Ed in his own words:
But wait, there's more.
BREAKING NEWS: "American's Retirement Income Has Never Been Higher
," the Wall Street Journal reported on January 5th
. Ed will teach you the specific strategies you can employ with your affluent clients to minimize increasing taxes on RMDs.
👀 Okay, let’s make this the full three-course meal.
This is not the time to go silent about taxes. We know that historically, advisors who are proactive during these times of uncertainty will gain client loyalty, referrals, centers of influence, and new retirement assets.
Get your access today for:
BONUS #1: We’ll share the tax planning process that one of our leading advisors used to generate over $17 million in new assets in one year (spoiler: he’s not a CPA or accountant).
BONUS #2: We’ll share the highest-converting digital campaigns to turn cold leads and clients into new retirement assets.
How can you seize the opportunity? Check out this powerful on-demand event where Ed will share his latest insights about “2024 Retirement Tax Planning Opportunities
As an ADO - Advisor Development Organization™
, InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.