For years, most of us have been taught a familiar approach to retirement:
Work hard. Save consistently. Contribute to retirement accounts. Invest for the future.
When retirement arrives, how much of what you’ve prepared for your future will actually be yours to spend?
Taxes, inflation, and market volatility can all have an impact on the retirement income we worked so hard to create.
And that is why I wanted to share a complimentary educational training with you.
A Complimentary 20-Minute Training
I am pleased to bring you “How to Create the Foundation for a Tax-Free Retirement”, presented by Doug Andrew, longtime educator and pioneer in the Indexed Universal Life (IUL) space.
And here’s the good news:
The actual training is only about 20 minutes.
This isn’t a two-hour live webinar you need to fit into your calendar. You can register and watch the training online when it is convenient for you.
Doug introduces a different way of thinking about retirement planning — particularly the relationship between
taxes, market volatility, liquidity, and the income you may ultimately have available to spend in retirement.
Among the questions the training explores are:
What happens when retirement savings are tax-deferred today but taxable when withdrawn later?
How can market volatility affect money you’re depending upon for retirement?
Are there valuable strategies available under existing tax laws that you may simply not have heard about?
How can certain properly structured insurance strategies be used as part of a long-term retirement plan?
But rather than giving away too much here, I encourage you to watch the training and hear these ideas directly from Doug, and learn about an approach to retirement planning you may never have considered.
Knowledge Gives You Choices
When we understand all the choices available to us, we may be able to make better financial decisions.
The training is presented by Doug Andrew, and I am making it available to you through Synergy Legacy Insurance Services.
[WATCH THE COMPLIMENTARY 20-MINUTE TRAINING]
When you first arrive, you’ll see a brief introductory video from Doug. Simply register beside the video, and you’ll receive access to the full 20-minute training.
There is also additional written educational information beneath the training for those who would like to explore the concepts in greater detail.
[REGISTER FOR THE FREE TRAINING]
Sometimes, learning what we didn’t know we didn’t know — or simply looking at what we already know through a different lens — can reveal possibilities we may never have considered.
I hope you find the training valuable, and look forward to hearing your thoughts and questions.
Warmly,
Marian Hansen
CEO & Principal Broker
Synergy Legacy Insurance Services
Licensed & Certified IUL Specialist
