<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2101698893445396&amp;ev=PageView&amp;noscript=1">
FacebookTwitterLinkedIn
866-204-7712


3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

Posted by Mark Triplett on Wed, Jan 10, 2018 @ 12:00 PM

The Tax Cuts and Jobs Act is in the books. It may be seen as a benefit to individuals as well as some business structures. It’s best to discuss with your clients how they can take advantage of the new changes.

Read More

Tags: taxes

How to Plan for a Client's Provisional Income in Retirement

Posted by Mark Triplett on Wed, Jun 28, 2017 @ 05:47 PM

One of the most engaging topics that I cover in my Social Security education class is the impact of taxes. Most attendees at my workshops don't know that their Social Security benefits may be subject to tax. Of those few who do know, many are unsure as to how it is determined, and how much tax they are likely to pay.

Read More

Tags: taxes, Social Security, planning

How Taxes Impact Your Clients' Different Financial Accounts

Posted by Jeff Janes on Thu, May 11, 2017 @ 05:22 PM

When choosing the best financial product for your clients, you must take the tax advantages or disadvantages into account. The way contributions, earnings, distributions, and death benefits are taxed could dramatically impact how much your clients or their beneficiaries receive when their accounts are cashed out. Here's a high level comparison of how taxes impact your clients' different financial accounts.

Read More

Tags: IUL, taxes, planning

FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.