When I mentor financial advisors on asset optimization, I teach them how to analyze 8 key asset categories with their clients.
The goal is to reposition underperforming or non-performing assets currently in retirement plans, like IRAs and 401(k)s, into IUL.
This way, clients can ultimately access tax-free income for things like college funding for their kids and grandkids, business working capital, estate planning, and more.
We also look at pension maximization, mortgage planning for clients who are making extra principal payments on their real estate, and less-than-optimal life insurance policies.
To learn how you can make more of your assets, click on the link below and claim your FREE copy of “The LASER Fund.” Just cover the shipping at laserfund.com!
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