Make your clients aware of the newest tax changes as they navigate through tax season

There’s a way to provide information to your clients on the provisions of the American
Taxpayer Relief Act – with our 2015 tax updates guide (AMK-301-N). Bring it to your meetings to reference the tax changes to income, Medicare, Social Security, real estate, and gifts. This concise collection of updates is client-approved – and it serves as an ideal takeaway piece, too.

To get started, download the guide.
You can also contact us for printed copies.

Supplemental needs trusts brochure

Our supplemental needs trust (SNT) brochure shows your clients how they may be able to provide for the needs of a disabled person without impacting their qualification for certain government benefits, which generally require users to have a limited income.

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Rates

› FIA / MYGA / LIFE

Events

› Get in front of more qualified FIUL prospects