The Advisor Advantage

How We Tend to Refer to Whole Life as Tax-Free with Todd Langford - Episode 256

09.23.2021 - By Kim Butler and Tammi BrannanPlay

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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 a 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 http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  Links and Resources from this Episode To register for the 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 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. iTunes Spotify Stitcher RSS 

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