How to Create a Tax-Free Retirement Income Plan

Objective
Introduce Roth strategies, IULs, and annuities for income diversification

 
Course Description:
Tired of worrying about rising taxes in retirement? This course teaches you how to build a smarter income plan using tax-free strategies like Roth IRAs and Indexed Universal Life (IUL). You’ll learn how to structure your savings across different “tax buckets,” reduce your taxable income, and create flexible, lifelong retirement income without relying entirely on the market.

Perfect For:

• Adults aged 50+ planning for retirement
• People who want to diversify income sources for tax efficiency
• Anyone curious about using life insurance as a tax-free income tool