This free virtual seminar will introduce you to a powerful approach to retirement planning: the Macro Balance Strategy.
Whether you're planning for retirement or already retired, this session is designed to help you learn how to build and preserve more of your retirement assets—even in today’s complex financial environment. You'll learn how to reduce “tax drag," improve portfolio performance, and align investment strategy with your long-term goals.
The seminar will be presented in English with simultaneous interpretation available in Spanish, Portuguese, Mandarin, Vietnamese, and Korean.
This seminar presentation is for informational and sales purposes only. Neither May Financial Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Every financial strategy reflects a series of thoughtful choices—about cost and certainty, flexibility and guarantees, growth and predictability.
In this seminar, industry expert Bobby Samuelson explains how life insurance works—from the cost considerations and temporary protection of term insurance to the lifelong protection and cash value potential of permanent solutions. He explores how permanent life insurance cash value can be a component of a financial strategy through death benefit protection, tax advantages, flexibility, and growth potential, helping you make more confident, informed decisions.
Click the link here and use registration code 644270 to watch this session on demand for a limited time.
This seminar presentation is for informational and sales purposes only. Neither May Financial Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.