Three Tax Advantages of Life Insurance
This post is by Tom Hegna, an economist, author, and retirement expert. In this post, he explains the three tax advantages of life insurance.
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April 2018 Sales Kit: Tax Strategies
Our April 2018 sales kit is focused on tax strategies. Download our free 50-page sales kit with a 1040 overlay guide, tax tables, and consumer brochures.
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April 2017 Sales Kit: Tax Strategies
It’s the final month of tax season – and you probably have clients still looking for last-minute tax strategies. Our sales kit can help.
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April Sales Kit: Tax Strategies
Get the Kit
Our FREE 27-page tax strategies sales kit includes:
12-page guide to uncovering life & LTC needs through a 1040 tax form
6-page 1040 overlay guide and worksheet
2-page easy reference tax guide for 2016
2-page tax planning & life insurance policy review c...
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Tax Strategies for Your Clients in 2015 and Beyond
From 1040 overlay to reducing taxable income with a deferred annuity, here are some great tax strategies to go over with your clients for 2015 and beyond.
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