Understanding Critical Areas Of Social Security and Significant Tax Changes on the Horizon Can Lead to Millions in FIA Sales
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Join Aegis Financial on June 13th at 1:00 ET and learn why there is NO NEED to become an expert in Social Security benefits to truly help your prospects and still write millions in FIAs!
Simply know the 3 most critical areas of confusion and then have our expert be part of your team for the rest.
During the webinar you will discover…
1. The top 3 critical areas of confusion with Social Security benefits every producer must know:
- Earned Income Limit
- Potential taxes on benefits
- Restricted application strategy (and why it is a huge business opportunity!)
2. How to add our Social Security expert to your staff without any cost
- Case review, illustration and strategy
- Consultation with you AND your prospects
3. Educational BONUS!
- SECURE Act of 2019: Get a glimpse of the proposed tax legislation that just passed in the House
- How this proposed tax legislation will be the biggest tax change we’ve seen in years
- Increasing age on RMDs from 70½ to 72
- Reducing “stretch” time to post-death distributions to 10 years or less
- Repeal of max age to contribute to IRAs
- Much more!
Don’t miss this webinar, space is limited.
Free Bonus: Attendees will receive 3 “must have” sales docs that will help drive appointments and income conversations.