About the Program

Maximum Income Strategies program consists of a detailed manual, and an instructional presentation using PowerPoint and a 5 hour narrative.

The content of the program includes:
Key concepts
Essential tax considerations
Examining the various sources of income
Providing you with the processes you need
Data gathering
Step-by-step creation of an income plan
Tailoring investment portfolios for a withdrawal scenario
Integrating health-risk management and wealth transfer strategies
Two detailed case studies
A sample retirement income plan

The benefits for you are entailed in your ability to apply proven concepts and processes that will allow you to retain your current clients and attract potential clients.

The benefits for your clients and potential clients are reflected in your enhanced ability to help them make
most efficient use of their time and their money in retirement.

The return on your investment is proficiency in the retirement income market and the ability to both retain existing clients and obtain new accounts.