Flip the Switch

Help defuse the tax time-bomb your clients are building

“Flip the Switch on Your Taxes in Retirement” is a turnkey dinner seminar designed to educate clients on how to reduce and/or eliminate income taxes and Social Security taxes during retirement. IRS Enrolled Agent and $30-million producer, Patrick Wehrly, developed the seminar and as part of the program, shares his best practices for delivering the material.

The seminar covers three very important and compelling topics for retirees:

  • Guaranteed income for life (Paycheck for Life)
  • Reducing and eliminating Social Security taxes
  • Long-term care benefits

Using this seminar program, advisors have doubled their FIA production and even tripled their IUL premium!

Watch this video for more information on this new seminar program:

Join the leading FMO for independent agents.