Take a trip with TARA!

Dan Mythen, E4IS Wealth Strategist will be speaking on NEW ways to present the overfunded life policy concept to Gen Xers and Millennials.

Here at E4IS, we call it “TARA” (Tax Advantaged Retirement Account). E4IS has proprietary tools such as “TRIP” (the Taxable Retirement Income Planner) that will help you approach clients and present this concept which will surely be in greater demand as income taxes increase.