Have you met Ted? Ted doesn’t like taxes – no one does.
In financial planning, taxes are the enemy. You work hard to design tax-efficient solutions, but with every gain, Uncle Sam is right around the corner waiting for his cut.
There's a better way — and most advisors don’t use it to its fullest potential. Are you one of them? Join us to walk through Ted's story and see why you should be using a tax-advantaged solution that been hiding right under your nose since 1985.
This story is so important, our CEO, Tim Ash, wants to tell it himself. We're betting you have clients like Ted, so don't miss out on this opportunity to listen and learn how to frame a financial planning conversation in a fresh, approachable way.