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Turn Retirement Risks into Revenue: Income, Tax, and Legacy Strategies That Close

In this session, you'll learn how to:

Turn income fear into high-payout planning conversations

Use RMDs and Roth conversions to create urgency and action

Solve the income vs legacy conflict (and win both)

Position solutions vs VAs, without getting stuck in product comparisons

As an ADO - Advisor Development Organization™, Simplicity-InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.