Acquire new clients with a conversation on tax efficient distributions

Are you capturing new clients with tax-efficient drawdown strategy conversations?

Is your practice not growing as fast as you would like?  Are you missing that unique story that captures prospects attention?

We might have an answer for you.

What if you could provide your prospects who are approaching retirement or already retired a new view on how different retirement distribution strategies could save them $1 million or more in taxes? Continue reading “Acquire new clients with a conversation on tax efficient distributions”