Election Toolkit by Stonewood Financial from North American

In April, Stonewood Financial CEO Becky Swansburg conducted a webinar on the impact the 2024 election can have on your client’s retirement. Did you miss it? No worries! You can go back and watch the recording whenever it works best for you.  

What are the potential impacts? 

• The 2024 presidential election could impact tax policy in ways that affect clients for decades to come.
• Taxation and legislative changes can create risks that negatively impact your clients’ retirement.
• Indexed universal life (IUL) insurance can help diversify your clients’ retirement strategies to be protected from tax and legislative changes in addition to their death benefit protection. 

To help meet your clients’ needs by addressing future tax risks, Stonewood Financial has provided an election toolkit.