The Synergy Effect – The Advisor’s Guide:


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. This book provides advisors with cutting-edge strategies that can be used to help their clients.



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.

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