[PODCAST] Conversations That Close: An Opportunity Hidden in Plain Sight From Lincoln

A business owner walks in looking for a tax deduction. Sounds straightforward, right?

In Episode 7 of Conversations That Close, Life External Wholesaler Kyle Cheperka shares how a simple request uncovered a much bigger concern — managing the potential tax burden waiting for the client in retirement. By slowing down and asking broader questions, what started as a tax deduction conversation turned into a supplemental retirement planning strategy.

If you work with high-income clients, it’s worth a few minutes.