TAX-FREE RETIREMENT
When it comes to income planning for your clients, taxes can become a major threat if not properly addressed. MRW’s Tax-Free Retirement Insider’s package is a turnkey, multi-media prospecting program that positions you as the subject-matter expert on tax planning for retirement.
Contact Our Specialist!
Robert Vassallo
Local: (813) 875-6331
National: (800) 967-7661
TAX-FREE RETIREMENT Multi-Media Marketing System
Advisors can become the subject-matter expert on tax diversification in retirement by leveraging:
- Syndicated Webinar or Self-Presented Workshop “Tax Diversification and Retirement”
- Email Templates and Call Scripts
- Best-Selling Books (Discounted Price)
- Lead Generating Collateral
- Marketing Videos
- Ongoing Training
- Execution Guide and Support
Best-Selling Client Education Books
Equip your clients with clear, engaging resources that make complex financial concepts simple. Patrick Kelly’s best-selling books help you start meaningful conversations, build trust, and position yourself as the go-to expert in tax-free retirement planning.
- Tax-Free Retirement 10th Anniversary Edition
- Stress-Free Retirement
- The Retirement Miracle
- The Life Insurance Dilemma
- The Five Retirement Myths
- Seven Secrets to Happy Retirement
Tax-Free Retirement 10th Anniversary Edition
The book that changed everything! This is Patrick Kelly’s runaway Bestseller and is just as relevant today as it was the day it was published. (Maybe even more so.) Find out how it truly IS POSSIBLE TO ACCUMULATE MONEY THAT CAN BE ACCESSED TAX-FREE …but only if it is done properly. This fun-to-read book reveals exactly how this concept works and should be required reading for every American.
Stress-Free Retirement
This book has done for the annuity marketplace what Tax-Free Retirement did for life insurance. The response has been overwhelming. Nearly every person who reads this book wants to schedule a follow up with the person who gave it to them to discuss how this product can enhance their retirement. Don’t miss out! This is the book you have been waiting for. A book that could revolutionize your retirement years.
The Retirement Miracle
The Retirement Miracle provides an entirely new and in-depth look at one of today’s strongest financial products. It will show you how to:
- Grow your money with zero market risk
- Access your retirement dollars tax-free
- Leave an income-tax-free inheritance to your heirs
- And much, much more
The Life Insurance Dilemma
With all the self-serving dialog in the marketplace about whether an individual should by term life insurance or cash value life insurance, have you ever wondered which one is really the correct choice? In this short book, Patrick Kelly, in his trademark manner of taking complicated subjects and making them both fun to read and simple to understand, gives great insight into that answer. And his answer is BOTH are best – it simply depends on your particular situation. In The Life Insurance Dilemma Patrick walks you through a wonderful analogy to help you think in practical terms which one is the best for YOU. If you’re in the market to purchase life insurance – of any variety – don’t do so without reading this first.
The Five Retirement Myths
In this short but hard-hitting book, Patrick debunks five common retirement myths that can destroy your retirement success.
- Buy and hold always wins
- You can’t make big returnswithout taking big risks
- Average returns tell an accurate story
- You can effectively manage your own portfolio
- If something is really that good, everyone would be doing it.
Seven Secrets to Happy Retirement
One reviewer wrote, “This is Patrick’s most significant and life-changing book to date.” Secrets #1-#6 show your clients how to live the richest and most meaningful retirement possible … HOWEVER… they are only fully made possible by Secret #7 – Financial Autopilot Help your clients experience Financial Autopilot and add depth & quality to their golden years.
Patrick Kelly
Author and Founder of Tax-Free Retirement
Financial services veteran, best-selling author, speaker, and professional trainer, Patrick Kelly, has been delivering his “client-first” message to financial professionals for over a decade. One of his greatest passions is to help consumers understand that they can create a financial life full of growth and stability by following a few simple and sound principles. Kelly is the author of seven books: Tax-Free Retirement (2007), The Retirement Miracle (2011), Stress-Free Retirement (2013), The 5 Retirement Myths (2015), Seven Secrets to a Happy Retirement (2016), The Life Insurance Dilemma (2017), and Tax-Free Retirement – 10th Anniversary Edition (2017), and has collectively sold more than 1,000,000 copies. He has also trained more than 150,000 financial professionals from coast to coast since the release of his first book in 2007.
Marketing Materials
Gain access to 15 professionally produced client-facing videos, 15 pre-written email templates, and 2 ready-to-launch social media ads — all designed to attract new prospects, spark engagement, and help you convert more clients with ease.
Visualize the Value with Ensight
Turn complex illustrations into conversations that close. The Ensight Sales Story platform transforms static numbers into dynamic visuals that help clients see the power of their plan. Use it to simplify your presentations, build client confidence, and make every meeting a story worth remembering.
World-Class Training & Support
Gain Access to 34 in-depth training videos covering every aspect of success — from mastering the Ensight illustration platform and taking a deep dive into advanced IUL strategies, to learning the best marketing practices and cross-selling annuities with confidence. Each module is designed to help you elevate your client conversations, streamline your process, and grow your production — all with guidance from industry experts who’ve been where you are.
Tax-Free Retirment 101 Training
Tax-Free Retirement Emails, Marketing and More Training
Tax-Free Retirement Success Stories
Tax-Free Retirement Quarterly Coaching
TFR Scripts & Execution Guide
This automation delivers a step-by-step execution of the Tax-Free Retirement and Stress-Free Retirement marketing strategy — complete with integrated scripts, email templates, and follow-up sequences.
It mirrors the proven workflow outlined in the official Execution Guide, guiding advisors through every stage of implementation:
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Cross-selling existing clients
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Generating referrals from satisfied policyholders
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Re-engaging past event attendees
Each stage includes timing, messaging, and automation triggers for emails, calls, and video follow-ups — helping you turn every book sent into a new appointment and every conversation into a new case.
PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED
PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED
High Level
Commissions
On-staff Certified Financial Planner
Brokerage Qualifying Member
National Reach, Personal Touch
On-Staff Medical Director/Underwriter
LOCAL (813) 875-6331 • NATIONAL (800) 967-7661
MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.
LOCAL (813) 875-6331 • NATIONAL (800) 967-7661
MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.