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The Best Tax-Free Retirement Plan To Help Your Clients!

09/29/2020… Today, with all the problems that we face, the more that you know about how you can help clients, then the more reasons they will have to meet with you. And the more they will want to do business with you! So you will want to help your client plan for a tax-free retirement income!

Helping your clients to have more money to spend in their retirement is something people care a lot about and want to hear about! Even with the problems, we face right now. This means you will want to learn how you can get the message out about how you help people to find the money to have a tax-free retirement income.

Help Your Clients To Plan For A Tax-Free Retirement income!

Like most people do you use an IRA, SEP, or 401k plan to save for your retirement? Is it mainly because you get a tax break on the money that you put into the plan?

On the surface, those retirement plans may seem to be the best way for you to save for your retirement. They are what most advisors and CPAs will recommend. Because you will save on your income taxes each year. Plus, your money will grow tax-deferred. So, you will not pay taxes on that money until you retire.

But There Is A Big Problem With Those Taxable Retirement Plans!

Let’s look at what will happen long-term when you use one of those taxable plans for your retirement. Let’s assume that you have 30 years until you retire. So you put $4,000 per year into your IRA for the next 30 years.

Assuming that you are in a 28% tax bracket, how much of a tax deduction will you get each year? (28% of $4,000 is $1,120) So, you will save $1,120 in income taxes, each year, for the next 30 years, for a total of $33,600 in tax savings.

Now, let’s assume that your IRA does well, and in 30 years you have ‘One Million Dollars’ in your IRA. So, now you retire and you withdraw 10% a year from your IRA. ($100,000 per year)

If you have an income of $100,000 per year along with social security, etc., then will you be in a lower or higher tax bracket when you retire? It will likely be higher!

But, let’s assume that you are in the same 28% tax bracket when you retire. That means that you will pay $28,000 of income tax on that $100,000.

Does this shock you? It should!

In just the first year of your retirement plan, you will pay $28,000 in taxes. And, you only saved $33,600 in taxes during the thirty years that you put your money into the IRA! So, in just one year you have spent almost as much as you saved.

Now consider, that you will probably be retired for at least 20 years. This means that you will pay over $560,000 in taxes (20 x $28,000). When you only saved $33,600 of income taxes.

Whether you use an IRA, SEP IRA, 401k, or some other plan, you are just deferring your income taxes until the day that you retire and take an income.

How much better off would you be… if you could get a tax-free income when you retire? Would that give you a lot more money to spend when you retire?

Your Tax-Free Retirement Income Plan Alternative

A Roth IRA would work better for your retirement plan. Because it will give you a ‘Tax-Free’ income. But the Roth IRA has a lot of restrictions and penalties. There is a limit as to how much you can put in a Roth IRA for higher-income earners. And there is a 10% early withdrawal penalty if you withdraw before age 59 ½.

What if you could get the same ‘Tax-Free’ benefits as the Roth IRA? But, you did not have the restrictions or early withdrawal penalties of the Roth IRA?

Then, what if you could get the same tax deductions in another way? Without you making your income taxable later on?

Now, how much better off would you be?

This is just one of the many ways that we can help you plan to have more tax-free income to spend in your retirement!

“If you know how to spend less than you get, you have the philosopher’s stone.” Benjamin Franklin

The more you learn about how to help your clients to have more income to spend in their retirement plan, then the more money you will earn. It is one of the reasons why so many of the people that we work with earn $250,000, $500.000 or more each year! And they are doing it even with the coronavirus.

Corey Greene, FIC, FICF, LUTCF, SC (17 year in financial services) The Best Tax-Free Retirement Plan To Help Clients!“Hey Jeremy, Hope you are having a great weekend. Just wanted to give you an update on what’s going on. I closed 3 whole life plans yesterday for a total of $3,045 Annual Premium. And still have a 78k rollover that I’m going to help her with. This is the second month that I bonus. Also I was number 13 on the company zapp leader board last month.”Corey Greene, FIC, FICF, LUTCF, SC (17 year in financial services)

Oliver Chamberlain, PA (12 years in the business) The Best Tax-Free Retirement Plan To Help Clients!“I think anyone who has experienced Insurance Pro Shop in any capacity knows the first class training that Lew and Jeremy Nason offer agents, both new and experienced. But the one thing that makes the Nason’s special is how much they care about not only us, as THEIR clients… But OUR clients as well. The Nasons will not only help you increase your income. But if you apply what they teach you, you will truly become a trusted advisor of your community. You will also learn to sell the RIGHT way. The Nasons are wonderful people and I am very fortunate to have met them!” Oliver Chamberlain, PA (12 years in the business)

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Have you watched our Sales Videos to learn how you can help your clients to find the money to plan for a tax-free retirement? So that you can take your life insurance sales to the next level! And then well beyond that? Not a member… then click here!


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Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families to find the money to Live Debt Free And Truly Wealthy! It is about helping your clients and prospects to get all the cash value life insurance they need to protect their families. While you help them 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 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 help families… to earn $250k or more per year selling life insurance!

We will show you how to find your best life insurance and annuity leads/prospects. So you will set great sales appointments. Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects to find the money so that they can take action right now! Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best life insurance marketing and sales system and training for insurance agents and advisors to learn how to help families!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Coaching You Need To Help Families… To Want Your Help?

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 your best prospects and set your best sales appointments! Because your ‘special 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 learn the best marketing and sales training 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 average people – not just the wealthy!

Includes Membership To Our Insurance Marketing And Sales Resource Center – With Live Weekly Training!

Check Out Our Exclusive Members-Only Website, because as a member, you will gain immediate access (24/7) to the Greatest Collection of insurance marketing and sales strategies and systems ever gathered in one place for agents and advisors. This includes all of the proven insurance marketing and sales tools… sales letters, prospecting scripts, sales presentations, questions, and so much more! (monthly fee… less than $1 a day)

You will also receive 3 Live Hour Coaching Webinars each month; Live Group Coaching; Case Design Class; & Insurance Marketing & Sales Strategies Training with immediate access to all of our Past Coaching Webinars! You will finally learn all the insider secrets you need to set the best sales appointments. And how you can really help families. So that you will close more and larger sales right now!

When will you get the best fact find training, coaching, and sales support that you need to help your clients? So that they will have the money they need to plan for a tax-free retirement! So, that you will double and triple your sales in as little as 30 days?


When Will You Read Our Book To Help People? When Will Learn To Help People To Plan For Their Retirement!

Living Debt Free And Truly Wealthy

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