Who are the best prospects as far as demographics and target market for the “Nelson Method”?
Bill Nelson would say, “This method can work for anyone alive.” Others would say, “The middle and upper middle market is best at ages 35-75.” The LIFE School concepts can be applied to both pre- and post retirees. It works best with those who have investable assets and would like to reduce their tax burden. The client does not need to have a high net worth.
