Tammi talks with Todd Langford about a whole life being tax-free that could be misleading and set up failure with your clients. The severe lack of trust will result in lack of referrals. If you want to get the language right about your whole life and how it relates to taxes, listen to this episode!
To learn more about the Prosperity Economics Movement
https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- To register for next Truth Training: https://truthconcepts.com/truth-training/
- https://www.linkedin.com/in/truthconceptssoftware
Show Notes
- Why tax deferred is better – 3:18
- Paying taxes in the future – 3:54
- The premiums of whole life – 5:55
- Being honest in how it works – 7:24
- Losing any potential referrals – 8:47
- Doing the best you can for your clients – 12:53
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