Smart money webinar

Smart Money: The Sale you are Currently Missing Out On


Everyone in the financial services and insurance industry is looking for a new idea, a new concept, or a new way of doing things that will help them create opportunities with their clients and prospects.

Is there anything new out there?

A wise man said many years ago “there is nothing new under the sun”.

There is, however, the possibility of making the old new again.

In a past webinar, we talked a good bit about taxes and where future rates will be going. It seems inevitable that tax rates will go up as the baby boomer generation ages and puts additional pressure on Social Security and Medicare. In that webinar, we discussed a solution for how to begin preparing an exit strategy from your retirement partnership with Uncle Sam.

Today, in our Retirement University series, we are going to be looking at another trouble spot for retirees and near retirees.

Over and over, we hear frustration at the lack of good alternatives for safe money. Virtually everyone agrees it is important to have some money liquid for emergencies. But in today’s low-yield world, it is also painful to keep large amounts of cash in this type of environment.

Many people look at the volatility in the markets and choose to keep even more money on the sidelines. Those people choose the pain of taxes and low yields over the uncertainty of the market. At the end of the day, no one is happy, but the general consensus is these are the only choices they have.

What if there was a better way?

We think there is. In this webinar, we will discuss a concept we call Smart Money.

This concept will make you look great because it will give your clients a vision for something they did not think was possible: higher yields and tax-favored treatment in a low-risk environment.

We hope you will join us to learn how this concept can help you create opportunities you are currently missing out on.

Click here to watch.


Posted in Life, Webinars and tagged Products, Retirement Planning, Retirement University, Webinars
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