Best Retirement Savings Accounts For Your Insurance Clients – Without Using Stock Market Investments!

Best Retirement Savings Accounts For Your Insurance Clients - Without Using Stock Market Investments!

For over 20 years, I have studied the information out there, for you and your insurance clients. And I still cannot believe all of the misinformation or outright lies that are told out there. Especially when it comes to retirement savings accounts, using stock market investments for insurance clients.

Here is part of an email I got today from…

(From A Major Credit Union)  “3 Types of Retirement Savings Accounts”

What do you envision for your retirement? Traveling, pursuing a passion, the simple life, or settling in a new city? Learn the best way to utilize retirement savings accounts to reach your goals, as you save for retirement.

  1. Traditional IRA
  • Offered by a financial institution
  • Contributions are pre-tax
  • Contribution amounts may be deducted from your income taxes
  • Withdrawals in retirement are taxed as ordinary income
  1. Roth IRA
  • Offered by a financial institution
  • Contributions are after-tax
  • Contribution amounts cannot be deducted from your income tax
  • withdrawals in retirement are tax-free
  1. 401(K)
  • Set up through your employer, may offer a contribution matching program
  • Contributions are pre-tax
  • Contribution amounts come directly from your salary
  • Withdrawals in retirement are tax-free

Watch this 3-minute video to learn how you can maximize your retirement savings accounts.”


Retirement Savings Account Options For You and Your Insurance Clients!

While this email is 100% correct as far as it goes. There are many other retirement savings account options out there depending on you and your insurance client’s situation! So why do the banks, brokers, schools, and colleges only teach us about these 3 qualified retirement plans (accounts) for you and your insurance clients using stock market investments?

For example, what if you could help your insurance clients get the same ‘Tax-Free’ benefits as the Roth IRA? But they didn’t have the contribution restrictions or early withdrawal penalties of the Roth IRA? 

Then what if you and your insurance clients could get the same income tax deductions as the traditional IRA… But without making the retirement savings account income taxable later on?

Also what if you and your insurance clients could reap the upside of the market… But without the downside risk of using stock market investments?

Then there are some big disadvantages of using taxable qualified plans for you and your insurance client’s retirement savings accounts. One big disadvantage is that IRA income is being used to calculate how much of your social security income is taxable! Additionally, they have RMDs, early withdrawal penalties, limits on how much you can contribute, etc.

And, then don’t be surprised when the government reduces your social security income… when you and your insurance clients retire, based on the value of their retirement savings account and qualified plans.

Then consider the current income tax rates are the lowest we have had in history. So with the current financial problems we face… what do you think will happen to the tax rates in 20 or 30 years? Will they be much higher? So does it make any sense to save taxes now on retirement savings accounts when they are low, only to pay taxes at a higher rate in the future?

The final problem is all of the fees you will pay when you use stock market investments, 401ks, IRAs, etc for all you and your insurance clients’ retirement savings accounts.

Accordingly, how much better off would your insurance client be – if you could show them a better retirement savings accounts option?

So, What Are The Best Retirement Savings Accounts For You and Your Insurance Clients?

Everybody’s situation is different. So there is no one-size-fits-all! But if you or your client need life insurance to protect their family, then cash value life insurance is a great retirement savings account! And it does have the problems from above?

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about helping middle-income families to get all the cash-value life insurance they need to protect their families. While you help your insurance clients to save for a tax-free retirement account, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years to specialize in helping middle-income families So you will earn $250k or more per year selling life insurance!

We will show you how to find and attract your best life insurance and annuity leads/prospects. So you will set great sales appointments. Then we will show you how to help middle-income families see and want to solve their immediate retirement savings account and insurance problems. We will also show you how you can help middle-income families find the money so that they can take action right now! 

Then we will show you the best ways for you to present your retirement savings account solutions to your clients and prospects to close 9 out of 10 insurance sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best-specialized life insurance marketing and sales system and training for insurance agents and advisors to learn how to help middle-income families with their retirement savings accounts!

When Will You Get The Best Advanced Marketing Tips, Tools, Training, and Coaching You Need Specialize… To Find and Attract Your Best Insurance Prospects?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more. Now you can find and attract your best insurance prospects and set your best sales appointments! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also get the best insurance marketing, sales training, and support you need to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help middle-income families – not just the wealthy!

Includes Our Found Money Management™ Tool Kit (Life insurance marketing and sales system),
With Our How To Close 9 Out Of 10 Insurance Sales – Sales Training System And Videos,
With Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Agent Training, Coaching, Mentoring, and Back-end Sales Support Worth $2,097!

When Will You Learn About The Best Retirement Savings Accounts For Your Insurance Clients?


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families!

Living Debt Free And Truly Wealthy

Middle American Family’s Guide To: Living Debt Free And Truly Wealthy!

We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy!” As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


Nothing Will Change Until You Make it Change. When Will You Learn About The Best Retirement Savings Accounts For Your Insurance Clients To Make It Change?

Increase Your Annual Insurance Income… The IPS difference!

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Recommended By The Members Of The IARFC - Best Retirement Savings Accounts For Your Insurance Clients - Without Using Stock Market Investments!

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