Driving Annuity Sales Through Social Security Optimization: The Power of SETARA
Driving Annuity Sales Through Social Security Optimization: The Power of SETARA As financial advisors, accountants, and insurance professionals, we constantly seek the most effective strategies to optimize our clients’ financial futures. When it comes to retirement planning for the self-employed, SETARA (Self-Employed Tax and Retirement Analysis) emerges as a crucial tool. But how can understanding...
