Irving
USWhat was that tax advantage option… What was that tax advantage option before HSA ? LQ ? Otherwise very good information. I am in need of good retirement planning and already collecting SS while working full - time, so yes, I need good tax strategy. I am planning on retiring this year.
Carey
USNo written review No written review. The questions being asked seemed to me to be from prospective clients rather than agents. When I looked at the road map I think I would have appreciated the program more if I had prospective clients watch the presentation than just me as a prospective agent. Otherwise, I enjoyed the presentation. Carey "Mac" Hanna Aiken, SC
Heidi
USThese guys were excellent These guys were excellent - very useful content, with lots more to learn from and reflect on. I also really liked the positive energy and inspiration. Sounded very trustworthy, and really committed to their philosophy. Never say never...love it! Please do consider my advice to have one of your rock-star female partners in the sessions in the future. Would be really meaningful for women to see women - and I know they are there, and excellent!
Karen Robinson
USGaining financial peace of mind I was introduced to IFW via their retirement webinar and investigated further after that excellent production. Then when I worked with one of their agents, I felt very well taken care of even though I approached annuities with trepidation. I felt heard, respected, and was not pushed in any way. I know I am in good hands with the very knowledge and kind members of the IFW team. Thank you.
Byron Hazley
USThe Institute for Financial Wellness provided the strategy I was lacking...solid strategies My retirement funds had all been saved and basically sitting there. The IFW helped me plan further and strategize by moving and solidly allocate for the immediate, near and distant future of my life and family's. Can't thank you enough!!!