Want to actually have peace of mind for you and your client’s futures? Don’t let a year go by where you aren’t funding tax-free accounts to protect your future. Retirement expert David McKnight is breaking down all the must-know information to minimize taxes in your future retirement and give you the knowledge you need when helping clients prepare for their future too! David breaks down what you should be investing in at your current age, the benefits of IULs, and what we can expect (and should be preparing for NOW) with the coming tax change in 2026. We also learned how tools like cash value life insurance and Roth conversions can help shield savings from higher future taxes. This episode is a wealth of information that will literally protect your wealth and your future!
HIGHLIGHTS
00:00 Introduction
03:15 The power of the 0% tax bracket.
05:30 What can I do to shield myself from taxes and prepare for retirement?
07:30 What can we invest in to lower our tax burden other than Roth IRAs, Roth 401K’s, and life insurance?
11:15 How to calculate how much money you need for retirement (and strategic planning for what accounts to pull from.)
16:00 How today’s financial gurus are leading you astray.
17:00 What should I be recommending for my clients to help them with their life insurance plan?
22:15 What can insurance agents expect in 2026 with the tax law changing?
26:00 The Hero’s of Zero and what you can expect next.
RESOURCES + LINKS
Attend David’s upcoming Event - Heroes of Zero, May 16th + 17th in Nashville, TN
Watch the full episode on YouTube: HERE
Join Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales!
FREE 7-Day Demo TRY NOW
Learn to Become a 6 Figure Life Insurance Producer HERE
Train Your New Hire in Just 10 Days HERE
"Game Changer: Taking Your Insurance Agency To The Next Level" by Michael Weaver: Unlock the secrets to success in the insurance industry.
BOOK A DEMO– Agency Coach AI Learn More: Let's Chat https://agencycoachai.com
The first 24/7 AI sales coaching platform built for insurance pros. Real-time grading, role plays, and coaching that help producers close more deals.
TEXT MICHAEL DIRECTLY
Have a question or want to talk to Michael directly? It’s really him, not a robot. Text “BUZZ” to (816) 727-7610
FREE 7-Day Demo – Weaver Sales Academy
Try it: CLICK HERE
Tools + Free Resources
https://www.weaversa.com
Connect with Michael Online
LinkedIn: linkedin.com/in/michaelweaverwsa
YouTube: @michaelweavertraining
Facebook: facebook.com/themichaelweaver
Instagram: @michaelweaver
View all episodes
By Michael and Courtney Weaver
4.9
125125 ratings
Want to actually have peace of mind for you and your client’s futures? Don’t let a year go by where you aren’t funding tax-free accounts to protect your future. Retirement expert David McKnight is breaking down all the must-know information to minimize taxes in your future retirement and give you the knowledge you need when helping clients prepare for their future too! David breaks down what you should be investing in at your current age, the benefits of IULs, and what we can expect (and should be preparing for NOW) with the coming tax change in 2026. We also learned how tools like cash value life insurance and Roth conversions can help shield savings from higher future taxes. This episode is a wealth of information that will literally protect your wealth and your future!
HIGHLIGHTS
00:00 Introduction
03:15 The power of the 0% tax bracket.
05:30 What can I do to shield myself from taxes and prepare for retirement?
07:30 What can we invest in to lower our tax burden other than Roth IRAs, Roth 401K’s, and life insurance?
11:15 How to calculate how much money you need for retirement (and strategic planning for what accounts to pull from.)
16:00 How today’s financial gurus are leading you astray.
17:00 What should I be recommending for my clients to help them with their life insurance plan?
22:15 What can insurance agents expect in 2026 with the tax law changing?
26:00 The Hero’s of Zero and what you can expect next.
RESOURCES + LINKS
Attend David’s upcoming Event - Heroes of Zero, May 16th + 17th in Nashville, TN
Watch the full episode on YouTube: HERE
Join Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales!
FREE 7-Day Demo TRY NOW
Learn to Become a 6 Figure Life Insurance Producer HERE
Train Your New Hire in Just 10 Days HERE
"Game Changer: Taking Your Insurance Agency To The Next Level" by Michael Weaver: Unlock the secrets to success in the insurance industry.
BOOK A DEMO– Agency Coach AI Learn More: Let's Chat https://agencycoachai.com
The first 24/7 AI sales coaching platform built for insurance pros. Real-time grading, role plays, and coaching that help producers close more deals.
TEXT MICHAEL DIRECTLY
Have a question or want to talk to Michael directly? It’s really him, not a robot. Text “BUZZ” to (816) 727-7610
FREE 7-Day Demo – Weaver Sales Academy
Try it: CLICK HERE
Tools + Free Resources
https://www.weaversa.com
Connect with Michael Online
LinkedIn: linkedin.com/in/michaelweaverwsa
YouTube: @michaelweavertraining
Facebook: facebook.com/themichaelweaver
Instagram: @michaelweaver
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