How to Super-Charge Your Tax-Free Planning Approach with Cash Value Life Insurance and Annuities
David McKnight | Live from Apex
September 19, 2024 | 12:45 pm Central (1:45 pm Eastern)
This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.
In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.
