Help your clients understand the Medicare net investment income tax
With changes in the Medicare surtax, it’s important your clients understand how their
financial plans may be affected. The client-approved piece,
How the 3.8% Medicare net investment income tax may impact you – and what
you can do about it (ENT-1389-N), includes an explanation of the Medicare surtax that began in 2013, including a worksheet to help determine if it applies to your clients. Please note: This tool is for securities-registered producers only.
› To get started, download the guide. You can also contact us for printed copies.
Make your clients aware of the Medicare surtax
With changes in the Medicare surtax, it’s important to inform your affluent clients of how
their financial strategy may be affected. The Medicare surtax – What life insurance professionals need to know marketing piece includes an explanation of the Medicare surtax that began in 2013, including a case study showing how it impacts fixed index universal life insurance policies.
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