There's gold in grey — Wealthy seniors have billions of dollars of "dusty money" lying in low-yield bank accounts and CDs. There are three fresh approaches to leverage to the senior market for maximum impact. They frequently travel in groups when doing Europe and the Caribbean.
We never thought math, science and economics of today’s demographic realities would be useful, but now you can encourage clients to buy loads of life insurance on their teenage and young adult children. Conclude 100 “junior” cases each year over a decade and you have built your own retirement funding vehicle — to be driven forward by your junior associate while you enjoy a golden retirement on the golf course.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More
Steve Savant recently shared that Why retirement plans can make a sudden impact on the tax returns with Mike Kilbourn, CLU, ChFC & Rob O’Dell, CFP, RIA on Let's Get Down to Business. http://youtu.be/PZLrYMSggFA