Tax free income for life

Posted on

There are two major risks people face when retirement planning, and that is longevity risk and the tax rate risk, and with tax rates set to rise, your clients have a huge opportunity at their feet. Share this episode with Author and Financial Professional David McKnight as he shares ways to mitigate these threats!

This program may have passed its compliance expiration date.

Please fill out the 'request access' form so we can get it re-approved and make it available to you.

This content has passed its compliance approval expiration date.

If you'd like access, please let us know so we can re-approve it for you.