The Breakaway League

✨ Take Control of Your Success! ✨ As we wrap up 2024, remember: the results you achieve are in your hands. 💪 No excuses, no shortcuts—just a clear path to greatness. If you're ready to reverse-engineer your success and dominate 2025, this message is for you! Learn what sets top performers apart in the insurance and financial services industries and how you can finish this year strong while gearing up for your best year yet. 👉 Watch now and start leveling up: https://lnkd.in/e5NkuaTD Let’s make 2025 a year to remember! 🚀 #SuccessStartsWithYou

🎄 ‘Tis the Season to Reflect on Your Wealth Strategy! 🎄 As 2024 comes to a close, it’s time to ask: Did your investments perform the way you hoped? But more importantly, how much of your wealth is truly yours to spend? t In my latest video, I share why focusing solely on big returns might not be the best approach for you or your clients. Instead, let’s explore strategies to maximize spendable income and minimize tax impact on retirement accounts. 💡 Learn how: ✅ Taxes could be taking a bigger bite than you think ✅ Your account location affects retirement outcomes ✅ You can rethink wealth to focus on quality of life This is the perfect conversation starter with your clients or prospects. Let’s shift the narrative and start talking about real results. //youtu.be/MWb7XZUYbw0 #RetirementStrategies #FinancialPlanning2024 #WealthManagement

Financial Advisors: Are You Ready for Annual Statement Season? It’s that time of year again! Your clients are about to receive their annual statements for their qualified retirement plans—but here’s the kicker: that balance isn’t entirely theirs. In my latest video, I reveal: ✅ Why the IRS sees more of your client’s account than they realize. ✅ The hidden tax traps behind “defer, defer, deduct, deduct.” ✅ How to explain these concepts to prospects and clients in a way that gets appointments. Don’t let your clients get blindsided by their own retirement plans. Watch the video now and help them truly understand how wealth really works. Watch Now: https://lnkd.in/ewMSCXpk Let me know in the comments: How do YOU approach annual statements with your clients?

Discover the hidden power of U.S. tax codes and how life insurance provides unparalleled tax benefits! In this video, we’ll break down five key tax codes that use terms like tax-exempt and distributions not reportable on tax returns. Learn the basics of these vital sections and how they create opportunities for tax-free income and estate planning. 📌 Don’t miss this essential guide to understanding how life insurance can provide tax-free growth, distributions, and death benefits while staying off the IRS radar! #TaxFreeIncome #LifeInsuranceStrategies #TaxExemptWealth #TaxCodesExplained #7702Updates #FinancialPlanning #EstatePlanning https://lnkd.in/eqKjynPy

Are the wealthy really not paying their fair share of taxes? Politicians and pundits often claim that the top income earners are avoiding taxes, but what do the numbers really say? In this video, we’ll dive into the most recent IRS statistics to uncover the truth about U.S. tax contributions and what it means for the top 10%, 5%, and 1% of earners. https://lnkd.in/gDzuYkBV

How Do You Share New Financial Advice That Challenges the Old? As advisors, our clients trust us to stay informed and bring them the best strategies—even if it means revisiting past recommendations. But how do you approach a client with advice that contradicts what you’ve told them before? I just released a new video sharing: 🔹How to navigate these tough conversations without losing trust. 🔹 Why less money in the right place can sometimes outperform more money in the wrong place. 🔹 The right way to frame your evolving advice as a positive opportunity. It’s not about admitting failure—it’s about growing together. 🎥 Watch the full video here: https://lnkd.in/eniWFHeN Let’s keep putting clients first and building stronger relationships! #FinancialPlanning #ClientRelationships #FinancialAdvisorTips #TrustBuilding #WealthStrategies

Attention Financial Professionals! Are your clients prepared to tackle rising taxes while building lasting wealth? In my latest video, I’m breaking down a powerful strategy that leverages life insurance cash value as collateral to help clients reduce their lifetime tax burden and grow their wealth—all while navigating today’s unpredictable financial landscape. ✅ Discover how collateral loans can equate to an 8% tax bracket ✅ Learn to position life insurance as a tax-saving tool ✅ Equip your clients with strategies that thrive, even in uncertain times As financial advisors, we have a unique opportunity to provide solutions that make a real difference. Watch the video now to learn how to transform your approach and help your clients secure a stronger financial future. 📽️ Watch here: https://lnkd.in/epm-NySw Let me know your thoughts in the comments! #FinancialProfessionals #LifeInsuranceStrategies #TaxPlanning #CollateralLoans #ClientWealthManagement Let’s elevate our strategies and create meaningful value for the clients we serve.

🚀 Master the Art of Authentic Selling! Are you ready to take your life insurance and financial services sales to the next level? 🌟 Check out my latest YouTube video: "Master the One Line: How to Sell Insurance Authentically and Connect Deeply with Clients." In this video, I share how to: ✅ Choose and OWN your unique sales approach. ✅ Stop "changing lanes" and focus on building trust. ✅ Ask the right questions to create real client connections. ✅ Shift from a transactional mindset to a partnership-driven approach. Whether you're new to life insurance sales or a seasoned pro, these insights will help you simplify your process, connect with clients, and achieve greater success in your career. 👉 Watch the video now: https://lnkd.in/e7i_NZ-f 💡 Let’s redefine financial education and sales together! 🎯 Tag a fellow professional who needs to see this! #FinancialProfessionals #LifeInsuranceSales #FinancialEducation #SalesTraining #AuthenticSelling #WealthStrategies #ClientConnection #HowWealthReallyWorks

Weekly Wisdom with Tom Love from the Breakaway League New to the financial services industry? Tom Love is here with some timeless advice to set you up for success! In today’s Weekly Wisdom, Tom shares the keys to building genuine client connections through beliefs, storytelling, and thoughtful questions. Honing your communication skills and embracing real-world experiences can transform how you work with clients, helping your knowledge come to life in ways that truly resonate. Lead with passion and purpose, and watch complex ideas turn into engaging, meaningful conversations. Ready to make a difference? Let’s connect, learn, and grow together! https://lnkd.in/gJ72gYvB #BreakawayLeague #WeeklyWisdom #TomLove #FinancialServices #NewAgents #ClientConnection #Storytelling #ProfessionalDevelopment

What if every time you contributed to a qualified retirement plan, the IRS ended up with a better return than you? In this eye-opening video, we break down how the actions you're taking to build wealth could actually hurt you, especially if you become more successful. Through a simple example, we’ll show you how tax brackets can turn your hard-earned savings into a loss for you and a gain for the government. If you're ready to learn the real impact of deferring taxes, this video is for you! https://lnkd.in/eDFURrc4