Are your clients worried about rising taxes? Our September 2020 sales kit can help you start conversations about that 0% tax bracket and more.
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...
This post is by Tom Hegna, an economist, author, and retirement expert. In this post, he explains the three tax advantages of life insurance.
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.
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.
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...
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.