Need a Cure for Clients’ “Tax Hangovers?”

Was it a rough tax season for some of your clients? If so, they might be suffering from a “tax hangover.” The good news is that you can help them plan ahead for next year by connecting them to tax-advantaged, performance-driven strategies – like cash value life insurance. Adding properly designed cash value life insurance to your clients’ portfolios can help clients keep more of what they earn and provides: 

• An income tax-free death benefit for their beneficiaries
• Tax-deferred growth opportunities
• An income tax-free financial resource for retirement¹
• No penalties for cash values taken before age 59 ½

Ready to enhance your clients’ retirement strategies? 

¹ Income tax-free subject to certain requirements. Could affect modified adjusted gross income.