Take your tax understanding to the next level

It’s important to understand the layers of taxation when helping your clients plan for retirement. From capital gains to Medicare, AMT to income tax, this handy guide covers single taxpayer filing procedures on one side, and those for married taxpayers on the other.

›View 2015 Tax Changes: Understanding the layers of taxation (AMK-306-N) or contact us for printed copies.

Survivorship life insurance and survivor standby trust

Learn more about a trust that gives your clients flexibility and control, while
offering their beneficiaries a federal estate-tax-free death benefit.

› Read more

Rates

› FIA / MYGA / LIFE

Events

› Understanding rate setting and renewals for FIUL