Use the 2023 EBRI Retiree Health Care Cost Study to Shock Clients into Planning
This study is especially interesting because it takes into account Medicare.
To download the study, click on the following link:
What is your current IMO doing for you?
Since you are here, you might want to surf around our “advisor owned” IMO (“Stop building someone else’s IMO and start building equity in your own IMO.”
How to Start Building a book of Assets Under Management
BEFORE Getting Your Series 65 License