The logic of maximizing net worth as part of asset distribution for retirement cash flow is largely overlooked by almost all advisers. Welcome to a video on this subject produced by Steve Savant, National Marketing Spokesman for Ash Brokerage, with Don Prehn, Senior Consultant to InsMark.
In their video, Steve and Don explain the mechanics behind the study I did in Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logic™.
You can view their five minute video below. It will be enlightening.
On the same subject, click here to visit my Blog #8 if you’d like more detail. I have an eight-minute video embedded within Blog #8 that takes you through the Wealthy and Wise® software to demonstrate how Good Logic vs. Bad Logic is created.
The video within Blog #8 closes with a good analysis of a Roth IRA conversion coupled with a Wealth Replacement Trust that you won’t want to miss. Let me tease you with a couple of graphics from the video in Blog #8. ?See below for a comparison of Strategy 1 (Bad Logic) with Strategy 3 (Good Logic + Roth IRA Conversion + a Wealth Replacement Trust funded with $2 million of survivor life insurance).
Conclusion
You do not want your clients presented with a Good Logic vs. Bad Logic™ analysis by another adviser.
Licensing
To license Wealthy and Wise, contact Julie Nayeri at julien@insmark.com or 888-InsMark (467-6275). Institutional inquiries regarding enterprise licensing should be directed to David Grant, Senior Vice President ? Sales, at dag@insmark.com or (925) 543-0513.
InsMark’s Digital Workbook Files
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Digital Workbook Files For This Blog
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