Friday, June 20, 2014

Move Middle America to tax advantaged strategies - Marketing to Middle America

Sometimes advisors can be myopic in their marketing approach, focusing on the rate of return at the expense of other product features. Drawing conclusions on a large population can be fraught with over generalizations, and Middle Americans seems to trend conservative in their risk tolerance. A tactical planning option is to use a tax diversification strategy that protects middle class money from taxation. Steve Savant interviews Jim Silbernagel on this episode of "Let's Get Down to Business."

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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