for Legacy Planning Clients

Your legacy planning clients have passive income to various degrees. They want to know how much capital they should reserve for their own retirement needs. TheSolomonSchool will show you how to quickly show them what “their number” is.

All capital greater than what the client truly needs for retirement potentially could be lost in Federal Estate taxes and more importantly should be levered up to create more for those people and things they care about. TheSolomonSchool will show you how.

Please register on this website to access more of our intellectual capital and feel free to call us at 949.544.2500.