Estate Conservation – “ME”/Excess Capital

How much capital do you need to reserve at retirement for you based upon your assumptions and predictable passive income?

How much is “ME”/Excess Capital?

Once you learn how to use the RetirementPathRoadmap software to discover those answers, your legacy planning clients will be much more likely to lend to an ILIT and lever up thru life insurance creating large ticket sales.

Attend TheSolomonSchool to find out more.