Steven Huynh Reveals: Retirement Saving Secrets & How to Overcome Client Objections

In this in-depth workshop, Steven Huynh from New York Life’s home office shares powerful, client-tested strategies for maximizing retirement savings, reframing the way clients view premiums, and effectively addressing common objections about whole life insurance.

You’ll learn:
• How to move clients from thinking in dollar amounts to percentage-based savings goals
• Why the Asset Objective Calculator is a game-changer for comparing whole life policies to mutual funds
• The real numbers behind taxes, expense ratios, and market risk
• Proven scripts for handling objections like:
• “Whole life is a bad short-term investment”
• “Buy term and invest the difference” (Dave Ramsey/Suze Orman)
• “Real estate will fund my retirement”
• How to position whole life as a safe-money strategy within a diversified portfolio
• Tips for being the educator in every client conversation to build trust and close the doors on objections before they come up

Key Takeaways:
Steven demonstrates that whole life insurance can perform like an 8.25% mutual fund — without the market risk — while providing liquidity, tax advantages, and death benefit protection. His approach blends education, transparency, and math-based proof to help advisors guide clients toward long-term success.

📌 Perfect For:
• Financial advisors seeking better client engagement tools
• Professionals looking to master the Asset Objective Calculator
• Anyone interested in understanding whole life insurance as part of a retirement plan

💬 Share your thoughts in the comments — what’s your biggest challenge when talking retirement savings with clients?