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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Life Insurance Over 60

To help clients get life insurance over 60, it's best to look to a mix of life insurance and annuities to help them meet their financial goals.
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The Benefits of Asset Maximization

You’ve explained the concept of maximizing assets to your client: take an unused asset, purchase an immediate annuity with it, then turn around and utilize the monthly annuity payments for the annual premiums on a life insurance policy. But maybe before you describe the “how,” it’s best to highlig...
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Guaranteed Income for Life

“What if I were to tell you, there’s a strategy that guarantees you will never run out of retirement income? Is that something you might be interested in?” Agent Rick Blaine meets with his client, Sam Spade, to discuss retirement planning. Sam is worried he won’t have enough money for retirement o...
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Guaranteed Income Riders Explained

Often times, having the conversation about future financial planning can be a challenge for producers. Consumers believe they can efficiently plan themselves or they don’t “buy in” to add-ons like a Guaranteed Income Rider because they either don’t understand it or they assume it’s too expensive. Gr...
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Annuities and Retirement Protection

In retirement, it's not just about how much you have, but also about how you spend it. Here's how to help your clients retire with more.
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