Help Your Help Families To Find The Money For Retirement Savings For A Tax-Free Income!

 Weekly Marketing and Sales Tips... Help Your Help Families To Find The Money For Retirement Savings For A Tax-Free Income!

3/7/2022 – Here is another article from our April Client Newsletter to help you to convince your clients to look at their retirement savings right now. The more people see that you understand their situation, the easier it will be for you to set an appointment! Then when you help families find the money to save for a tax-free retirement income, you will close the life insurance sale!

Bankrate Survey On Retirement Savings

In the 2021 Bankrate survey, more than half of workers say they are behind on retirement savings. And the worst part is many of the accounts are moving in the wrong direction. Because workers have taken early withdrawals due to the pandemic.

The survey shows that 52% of US workers say their retirement savings are not where they need to be. And 16% are not sure whether they are on track. While only 21% say they are where they need to be. Only 11% said they were ahead of their retirement savings plan.

Many US workers have been forced to raid their retirement savings to stay afloat. Of workers with a 401(k) plan or (IRA), 51% have taken an early withdrawal. Including 20% who have taken one since the pandemic began in early 2020.

“Saving for both emergencies and retirement is vitally important to current and future financial security!” Says Greg McBride, CFA, Bankrate’s chief financial analyst. “Even a modest emergency fund acts as a buffer from early retirement saving account withdrawals. When unplanned expenses arise, an emergency fund allows the power of compounding to continue to work its magic.”

Surprisingly, nearly 36% of US workers said they’ve never had a retirement savings account such as a 401(k) or IRA.

  • More than half of households earning less than $100,000 annually are behind on retirement savings. Including 58% earning less than $50,000 and 52% earning $50,000-$99,999.
  • But even 46% of households earning at least $100,000 annually claim to be behind where they should be with retirement savings.
  • Nearly 60% of Generation X said they were behind with retirement savings.
  • More than 56% of baby boomers said they felt behind schedule with retirement savings.

Bankrate surveyed 2,225 US working adults about their retirement savings.

There is a lot more to consider when putting money into retirement savings than just investing in the market. Is your advisor helping you to find the money to spend, save, invest, insure, and plan wisely for the future? So you can “Live Debt Free and Truly Wealthy!“

Are you on time to reach your retirement savings goals? Is that something you should look at right now?

Use Cash Value Life Insurance For Tax-free Retirement Saving

Tax-free retirement strategies such as Roth IRAs, Roth Conversions, Roth 401(k)’s, and a properly structured cash value life insurance contract, commonly referred to as a “LIRP,” or Life Insurance Retirement Plan are used in combination to structure a tax-free retirement income stream. The key is to have multiple streams of tax-free retirement income, none of which show up on the IRS’s radar as provisional income. But all of which contribute to you being in the zero percent tax bracket in retirement.


How To Help Families Find The Money To Save For A Tax-free Retirement Income?

Trusted Advisor Success Program™

Trusted Advisor Success Program - Help Your Help Families To Find The Money For Retirement Savings For A Tax-Free Income!Our Trusted Advisor Success Program (Life insurance marketing and sales success training system)! This is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about you helping middle-income families to find the money to get all the cash-value life insurance they need to protect their families. While you help them find the money to save for a tax-free retirement, 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 life insurance agent success training, coaching, and mentoring… with back-office sales support! All from a team of life insurance marketing and sales coaches that have been training agents and advisors for over 40 years to specialize in helping middle-income families to find the money to save for a tax-free retirement income. So you will earn $250k or more per year selling life insurance!

You will get the best agent marketing training to find and attract your best life insurance sales leads/prospects. So you will set great sales life insurance appointments.

Then you will get the best insurance agent sales training to show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families find the money so that they can buy life insurance right now! And save for a tax-free retirement income!

Then you will get the best agent sales training to learn the best ways for you to present your solutions to your clients and prospects… To close 9 out of 10 life 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 success system, training, coaching, and support for agents and advisors to learn how to help middle-income families… find the money to save for a tax-free retirement income.

When Will You Get The Best Life Insurance Marketing, Agent Success Training, Coaching, and Support You Need Specialize… To Find and Attract Your Best Life Insurance Prospects?

Inside our Trusted Advisor Success Program, you will find all the best life insurance marketing plans, sales 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 life insurance prospects, set your best sales appointments, and close more sales! 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!

INCLUDES… The best life insurance marketing, agent sales success training, coaching, and support! It is everything you need to find the money 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 save for a tax-free retirement income – not just the wealthy!

Includes… Our Found Money Management™ Tool Kit (Life insurance marketing and sales success training system),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training Program And Videos,
And Includes… Membership to Our Private Site at $39.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!

When Will You Decide To Learn How To Help Families Find The Money To Save For A Tax-free Retirement Income?


IPS Personalized Client Newsletters – Free Personalization

Do you want to always have a constant stream of your ideal insurance clients? Do you want to make it easier for you to set appointments? Then make sure that your name and special insurance marketing message of how you are helping people is always in front of your ideal prospects. Your client newsletter is critical to stay in touch with prospects, friends, family, and clients?

Gold Membership... Tools and Training For Insurance Agents and Financial Advisors


When Will You Read Our Full-Length Book? So You Learn How To Help Families Find The Money To Save For A Tax-free Retirement Income!

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!


 It Is Up To You To Get The Insurance Sales Training You Need To Help Families Find The Money To Save For A Tax-free Retirement Income!

Free Consult - Best Training For Helping 9 Out Of 10 Insurance Agents and Financial Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Help Your Help Families To Find The Money For Retirement Savings For A Tax-Free Income!

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