Dan Harding, Founder WealthPRIME™

Dan Harding’s Speaker Profile

In today’s volatile tax environment, investors are looking for alternative tax mitigation strategies often underutilized by advisors. WealthPRIME CEO Dan Harding provides unique strategies that are proven to optimize wealth while remaining IRS-compliant.

In this interactive session, you will learn:

  • Alternative strategies to traditional retirement plans
  • How to purchase tax-deductible life insurance with tax-free distributions
  • Tools to instantly analyze retirement plan options
  • How to maximize assets under management and increase your fees
  • How to use technology to position yourself as an expert with your clients