Taxes are Coming to the Party
Surprise! You’ve Got A Tax Bill
“Great!” (said no one ever!)
No client wants to be surprised by owing more in taxes than they’ve planned for. If their retirement portfolios aren’t diversified from a tax perspective, they might be … and they may end up paying more than they should. The tax benefits of life insurance might be a welcome surprise TODAY to avoid an unwelcome one tomorrow.
For Clients
Share with them the NEW Tax Challenge Experience and Worksheet. They may be surprised by the results.
For You
Visit the Trimester Marketing Resource Site to find the latest February additions, including the NEW Tax Challenge Experience and Worksheet, and playbook pointers.