In November, Steve and Eric addressed the CPA east coast regional meeting. It featured four hours of insurance product application in various planning scenarios. The tax advantaged session drew the most attention and questions. It was a revelation to observe the interest in tax free income using a TAMRA compliant life insurance contract, especially in tandem with Social Security benefits. Steve and Eric redo their presentation in a cliff note version for the show.
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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 number one online author and videographer of insurance content. During his 30-year... More