Triple Annuity Sales and IUL With $25M Advisor Patrick Wehrly’s Legendary Tax-Free Seminar Approach: Download 1040 Tax Planning Guide
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Join us on February 26 - 28 for our Tax-Free Seminar Training Event as legendary advisor Patrick Wehrly reveals his step-by-step approach made easy. Patrick has produced $25M in annuities and $30M in managed money hosting tax-free workshops.
Fact: if you’re not talking tax-free with your prospects and clients you are missing the boat. Why? 100% of your prospects pay taxes, feel taxes will go up in the future and would be interested in strategies that reduce taxes in retirement.
During this event, Patrick will share:
- The exact invitation and mail house he recommends
- Targeting the right demographics
- All the steps to hosting a successful seminar
- The exact seminar presentation he gives
- How to set and close your seminar appointments
- Exactly what to say and not to say in the first and second client interviews
- Software that shows a client in black and white how your recommendations will put them in a better position
Bonus: Gain immediate access to our 1040 Tax Form Planning Tips Guide.