Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible.

To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy.

In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients alike. Patrick additionally details other key financial strategies around concepts like income tax, legacy, and retirement.

In this episode, you will learn:

• Patrick’s motivation to write retirement-related books
• Common retirement savings mistakes
• Five retirement myths 
• The government’s policy for overcoming debt-related concerns 
• And more!

Listen now and discover how Patrick’s strategies can help your clients achieve their best retirement!

Resources:  InsurMark | Tax-Free Retirement 

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The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money.

In this episode, join The Alliance for Lifetime Income’s Mike Harris and Jon Rosborough and discover the ways they are paving the way towards a more secure future. Together, they share everything from the role of annuities during uncertain times to how their organization is changing the ways Americans think about retirement.

In this episode, you will learn:

• About The Alliance for Lifetime Income’s retirement approach
• The importance of financial awareness, education, and help
• How advisors can benefit from retirement-related educational material
• Ways financial advisors and professionals can better connect with clients 
• And more!

Tune in to discover the power of The Alliance for Lifetime Income and ways your clients can face their retirement with confidence! 

Resources:  InsurMark | The Alliance for Lifetime Income | Jon Rosborough |  Contact The Alliance for Lifetime Income | Own the Base Advisor Presentation | 3 Keys to Income Planning Client Presentation | Savings, Income and Lifestyle | What Path Will You Take in Retirement? | Income Hierarchy | More Free Resources

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Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More