The Synergy Effect – The Advisor’s Guide: Increase Social Security while slashing taxes and risk through a strategic combination of Index ULs, Annuities & Roth IRAs to increase spendable retirement income the way traditional planning can’t
by Doug Warren, CLU Paperback Print Copy
Traditional financial planning simply doesn’t address how the world has changed, and in fact, continues to reject the only products and methods that have a chance of providing tax-advantaged permanent income. Only the life insurance and annuity professional who fully understands these products, plus Roth-IRA conversions, and the profound impact they can have on reducing Social Security taxation and boosting spendable income can do the job that millions of baby boomers need done. Read this book and you will learn about an innovative, integrated strategy that will make the insurance and annuity professional the most important member of the retirement planning team.