Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

Is Your Retirement Hiding a Tax Trap?

In this episode, Greg DuPont discusses his latest venture: the “Retirement Tax Trap.” Discover how this new development is set to revolutionize client interactions for Wealth Solutions Network (WSN) members, offering a unique lead generation tool through comprehensive estate planning strategies.

Greg shares insights on:

  • The development and purpose of “The Retirement Tax Trap” [01:09]
  • Creating alignment within law practices [03:16]
  • The importance of focus in targeting the right market [04:02]
  • Utilizing the book within a lead generation system [07:30]
  • Optimizing consumer outreach through webinars and marketing [12:08]

Resources:

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