Advisors can now leverage our Tax Diversification and Retirement (TDR) program to engage current clients and attract new business effortlessly. Best-selling author Patrick Kelly will provide your clients key strategies to help reduce future tax liabilities while protecting their retirement goals.

When it comes to income planning for your clients, taxes can become a major threat if not properly addressed. Simplicity’s Tax-Free Retirement Insider’s package is a turnkey, multi-media prospecting program that positions you as the subject-matter expert on tax planning for retirement.