Karla Leonard is the CEO of IMI Asset Management Company with a concentration on Tax Incentives for businesses Retirement Planning and Insurance. She has been in the industry for more than 25 years. She specializes in working with small to mid-sized businesses assisting them with the ability to take advantage of tax incentives and aides in the design of their Exit Strategies through utilization of an individualized proprietary retirement program called the Stryde Retirement Program. Her concerns are around people outliving their money in retirement and typically, a surviving spouse has a 65% loss of income.
Karla comes on the show to share her vast knowledge with Stacey about helping people find money via their taxes.
To purchase the Emergency Info File course, please visit:
To get in touch with Karla:
Phone number (call): 888-383-3068
Phone number (text): 951-333-2080