239: Industry Expert David McKnight on The EXACT products to recommend for a zero tax retirement, 2026 tax law predictions and what you need to do NOW to have the retirement you want!

The Insurance Buzz

Want to actually have peace of mind for you and your client’s futures? Don’t let a year go by where you aren’t funding tax-free accounts to protect your future. Retirement expert David McKnight is breaking down all the must-know information to minimize taxes in your future retirement and give you the knowledge you need when helping clients prepare for their future too! David breaks down what you should be investing in at your current age, the benefits of IULs, and what we can expect (and should be preparing for NOW) with the coming tax change in 2026. We also learned how tools like cash value life insurance and Roth conversions can help shield savings from higher future taxes. This episode is a wealth of information that will literally protect your wealth and your future!

HIGHLIGHTS

03:15 The power of the 0% tax bracket.

05:30 What can I do to shield myself from taxes and prepare for retirement?

07:30 What can we invest in to lower our tax burden other than Roth IRAs, Roth 401K’s, and life insurance?

11:15 How to calculate how much money you need for retirement (and strategic planning for what accounts to pull from.)

16:00 How today’s financial gurus are leading you astray.

17:00 What should I be recommending for my clients to help them with their life insurance plan?

22:15 What can insurance agents expect in 2026 with the tax law changing?

26:00 The Hero’s of Zero and what you can expect next.

RESOURCES + LINKS

Attend David’s upcoming Event - Heroes of Zero, May 16th + 17th in Nashville, TN

Watch the full episode on YouTube: HERE

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Learn to Become a 6 Figure Life Insurance Producer HERE

Train Your New Hire in Just 10 Days HERE

"Game Changer: Taking Your Insurance Agency To The Next Level" by Michael Weaver: Unlock the secrets to success in the insurance industry. ORDER NOW

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