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Look Before You LIRP: Why All Tax-Free Retirement Plans Are Not Created Equal

LOOK BEFORE YOU LIRP: WHY ALL TAX-FREE RETIREMENT PLANS ARE NOT CREATED EQUAL

Available Date(s)
Thursday, October 08, 2020: 11:00AM EDT
Thursday, October 22, 2020: 10:00AM EDT
Wednesday, November 04, 2020: 9:00AM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Specialized Knowledge
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this session, attendees will learn why a Life Insurance Retirement Plan (LIRP) is an important tool in getting to the 0% tax bracket in retirement.  Attendees will learn about the things to look for in a good LIRP. Attendees will also learn why many of the myths about a LIRP are not true. You don’t have to love life insurance or even life insurance companies to listen to this webinar, you just have to like them a “little” more than you like the IRS.  

Learning Objectives:


  • Discover why all Life Insurance Retirement Plans (LIRP) are not created equal

  • Learn about the benefits of using a LIRP as part of your overall retirement planning

  • Learn about the four main benefits every LIRP should offer

  • Better understand the top 10 myths against using an LIRP for your retirement

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Dave Hall

The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500

Prosguy3

Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting.  Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes.  He has done this by using little known tax and investment strategies many other advisors overlook.

As the founder of The Prosperity Guy, Dave now spends his time educating thousands of professional advisors on how they can get themselves, and their clients, to the zero percent tax bracket and transform their retirement.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Prosguy3
The Prosperity Guy is a retirement education company that is quickly becoming a top brand in the industry.  Dave Hall started the company in 2019, with one course.  Since that time, the company has continued to expand their offerings to include multiple courses, and a podcast on tax-free retirement.  If you are looking for high quality, up-to-date, tax-free retirement education you have come to the right place.