Financial industry surveys show 77% of people fear running out of money in retirement more than death itself. Help your clients avoid a "fate worse than death" with U-RIP
The Top 20% of income earners pay 80% of the income taxes in the USA.
and present the greatest opportunity for wealth recovery and leverage.
Out-of-control government spending will lead to an increasingly desperate search by government bureaucrats for more revenue...and it will be where the money is...your upper middle-class savers, affluent business owners and high-income clients.
1. Must be actively practicing in your professional discipline for a minimum of 5 years.
2. Must have an active professional license in your discipline(s).
3. Complete application interview with Institute Admissions.
4. Must have relevant experience serving affluent, ultra-affluent and retirement income clients.
5. Must complete and pass background investigation.
6. Receive an offer of membership.
7. Complete agreement for annual membership.
8. Remit applicable membership dues.
Most Institute members do not prepare taxes, provide tax or legal advice, they often coordinate with specialists that do.