April 2024 Sales Kit: Income Tax Planning
Our April 2024 sales kit will help you talk to clients about everyone's favorite subject: income taxes...and how to minimize them as much as possible.
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April 2023 Sales Kit: Income Tax Planning
Our April 2023 sales kit will help you talk to clients and prospects about income tax planning, whether they got a tax refund this year or not.
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September 2022 Sales Kit: Tax-Free Income
Our September 2022 sales kit will help you talk about building a tax-free income during retirement. Get social posts, conversation starters & more!
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April 2022 Sales Kit: Income Tax Planning
Our April 2022 sales kit will help you start a conversation with clients about financial needs and tax planning using life insurance.
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September 2021 Sales Kit: Tax-Free Income
Inflation and rising taxes threaten your clients' retirement. Our September 2021 sales kit helps you explain how they can get into that 0% tax bracket.
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April 2021 Sales Kit: Income Tax Planning
Our April 2021 sales kit is all about income tax planning. Includes a guide to opportunities using the 1040 form, sales ideas, client brochures, and more.
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September 2020 Sales Kit: Tax-Free Income
Are your clients worried about rising taxes? Our September 2020 sales kit can help you start conversations about that 0% tax bracket and more.
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April 2020 Sales Kit: Tax Strategies
Our April 2020 sales kit is all about helping clients reduce their tax liability - and use those savings to protect their income with life insurance.
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April 2019 Sales Kit: Tax Strategies
Our April 2019 sales kit is all about tax strategies, from reducing taxable income to using a tax refund on life insurance.
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NAIFA Webinar: Tax Planning Opportunities for 2018
This April, we're talking about tax strategies and planning opportunities. Find out how to help your clients make the most of the recent tax code changes with two tax experts! Sign up now for the free NAIFA webinar on Wednesday, April 18, 2018 at 3 p.m. EDT!
We're proud to bring you another free...
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