Lincoln: 2014 Opportunity: Prepare Clients for a 14% or More Tax Hike
Clients should act soon
Starting this year,new taxes could erode portfolios and retirement income.
Your clients may not realize that new taxes may soon start taking a bite out of their investment earnings and eventually impact their retirement income. What’s in the portfolio today could trigger tax exposure when they retire.
Tell your clients the facts. Diversify their portfolios with life insurance.
Meet with your clients to discuss how taxes will affect their assets. Show them how life insurance can be more than death benefit protection. It can bring potential tax advantages to their retirement income strategy.
Client tax education materials
Life tax brochure
Allocating life insurance to a portfolio can help protect wealth and create an income tax-free resource for retirement.
Tax-efficiency guide
Strategies for clients who want tax-advantaged supplemental retirement income and may have maxed out traditional plans.
Prospect leads. Conduct client seminars.
Ask about our customizable client mailers and client seminar and invitation.
