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By Chuck Jones, Senior Editor, Advisor Today
To sell life insurance is to speak the language of freedom—freedom from debt, freedom from dependence, freedom from poverty. But the language of freedom glides across many tongues in the United States as people from countless ethnic backgrounds, aware of the noticeable economic advancement in so many foreign-born communities, choose insurance advisor as profession.
By Ed Ramsell
If you know the secret of the Silver Bullet, you are set for life. Your manager is set for life. You will give speeches at GAMA and MDRT to wild acclamation. You will sell books telling the world how you do it. Oprah will call you. You will write your own ticket, even write for Advisor Today.
Want to know what the Silver Bullet is? Keep reading.
For people who put money away in tax-deferred or other retirement vehicles, advance planning on how to get the money out at retirement is just as important as determining how and when to invest the money. A top-down strategy (working from the desired end result back to the starting point) can have a dramatic effect on lowering future taxes.
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