"The New Holistic Retirement: Emerging Risks for American Savers ... and How to Overcome Them With Long Game Thinking" is a direct-to-consumer marketing eBook that educates prospects and clients on how retirement plans are not optimized for long-term success in all the areas they should be — namely, in the area of taxes. While it's designed as part of the CirrusView system for you to give to prospects and clients, this eBook is equally as educational for an advisor, like you, who may be new to tax-efficient retirement planning. It covers:
Get this free eBook to see how the CirrusView system, offered exclusively through Senior Market Sales® (SMS), can help you gain more wallet share, engage a higher net-worth prospect and grow your target premium.
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