The Wealth Maximization Method

Learn how to take your prospects and clients on The Wealth Maximization Journey so they can maximize their income and legacy, and you can maximize your value as an advisor.


The Wealth Maximization Method™


Section 1: The Wealth Maximization Method

  • Lesson 1: The WealthMax Book For Advisors 

Section 2: The Dinner Series

  • Lesson 1: An Overview of The Dinner Series
  •  Lesson 2: The IRA Max Dinner Presentation
  • Lesson 3: IRA Max PowerPoint Presentation

Section 3: Learning The IRA Max Dinner Presentation  

  • Lesson 1: Introduction
  • Lesson 2: The IRA Tax Trap
  • Lesson 3: Using Your IRA’s And Qualified Plans To Maximize Your Income
  • Lesson 4: Using Your IRA’s And Qualified Plans To Maximize Your Legacy
  • Lesson 5: Presenting The Charitable Remainder Trust Concept
  • Lesson 6: Positioning The Client Workshop

 Section 4: WealthMax Tools Overview

  • Lesson 1: WealthMax Tools Overview Video
  • Lesson 2: WealthMax Tools

Section 5: Conducting The Client Meetings

  •  Lesson 1: Conducting The Client Workshop
  • Lesson 2: Conducting The Planning Meetings

 Section 6: IRA Maximization and WealthTrust Strategy

  •  Lesson 1: IRA Funding Strategies Part 1
  • Lesson 2: IRA Funding Strategies Part 2
  •  Lesson 3: Jackson National Perspective II Q & A
  • Lesson 4: Annuity FAQ’s

Section 7: Personal Income Protection (PIP) Strategy

  •  Lesson 1: An Overview Of The Personal Income Protection (PIP) Strategy

Section 8: Strategies For Highly Appreciated Assets

The IRA Max Dinner Presentation


Section 1: Overview

  • Lesson 1: The WealthMax Book For Advisors
  • Lesson 2: An Overview of The Dinner Series

Section 2: The IRA Max Dinner Series

  • Lesson 1: Introduction
  • Lesson 2: The IRA Tax Trap
  • Lesson 3: Using Your IRA’s And
  • Qualified Plans To Maximize Your Income
  • Lesson 4: Using Your IRA’s And Qualified Plans To Maximize Your Legacy
  • Lesson 5: Presenting The Charitable Remainder Trust Concept
  • Lesson 6: Positioning the Client Workshop
  • Lesson 7: IRA Max PowerPoint Presentation

LET’S WORK TOGETHER

Most financial planners concentrate solely on making a quantitative difference, our goal is to make a significant qualitative difference in your lives. Call us today at 833-203-8300 to schedule a complimentary consultation or click the button below to register for an appointment.

Davenport & Associates

Financial Planners in Norwalk, CT

Call us today at 833-203-8300 to schedule a complimentary consultation or click the button below to register for an appointment.

Contact Us: 800 Connecticut Avenue | Suite E401 Norwalk CT 06854 Toll-Free: 833-203-8300 | Phone: 203-853-6300 jdavenport@wealthmaxadvisor.com