Life insurance has the potential to revolutionize retirement planning.

In this episode of The Breakthrough Advisor, Jack Martin sits down with Patrick Kelly, renowned author and insurance industry veteran, to explore the powerful benefits of integrating life insurance into retirement strategies. 

Patrick shares his journey from insurance producer to bestselling author, discussing how life insurance can provide tax-free retirement solutions and the impact of rising government deficits on future tax rates. 

Advisors, tune in and learn practical steps to leverage life insurance for your clients and uncover strategies to overcome common hesitations in the field.

Patrick talks about: 

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• The evolution of his book, “Tax-Free Retirement”
  
  
• How indexed universal life insurance can help mitigate market risks
  
  
• Overcoming advisor’s hesitations about life insurance processes
  
  
• How to effectively introduce life insurance to clients and expand the advisor’s practice
  
  
• How to utilize life insurance strategies to build long-term, tax-free retirement plans for younger clients
  
  
• And more!
  

Resources:

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• Winning at the Intersection of Annuities and Wealth Management
  
  
• “Tax-Free Retirement” by Patrick Kelly
  
  
• Patrick Kelly on Amazon
  
  
• Transcript
  

Connect with Patrick Kelly:

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• LinkedIn: Patrick Kelly
  

 Connect with Jack Martin:

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• LinkedIn: Jack Martin 
  
  
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