Carpal Tunnel
New Member
- 7
So, I'm brand spankin' new to insurance. I jumped through the hoops, got my licensing and agency. Now I need to figure out what I'm doing.
I intend to focus on retirement planning and am wondering if anyone knows of a good read to educate myself on tax laws and how to position products?
Sales techniques are relatively easy to find. What I want to do is become an expert in the tax law without reading the actual code. But I need a book that does more than just that. I would like something that discusses product as it relates to retirement planning.
Also, I need assistance with how to protect myself from crossing the line in discussing annuities, so I don't fall afoul of safe harbor rules.
Thanks.
I intend to focus on retirement planning and am wondering if anyone knows of a good read to educate myself on tax laws and how to position products?
Sales techniques are relatively easy to find. What I want to do is become an expert in the tax law without reading the actual code. But I need a book that does more than just that. I would like something that discusses product as it relates to retirement planning.
Also, I need assistance with how to protect myself from crossing the line in discussing annuities, so I don't fall afoul of safe harbor rules.
Thanks.