Change the vehicle, not the strategy


How a variable annuity can help ease the impact of rising taxes

1.

Do you have clients with non qualified assets?

2.

Are they planning on using those assets before 59½?

3.

If not, then why are they paying taxes on those assets today?

As we approach the largest income tax change in more than a decade, it’s more important than ever to help your clients find more tax-efficient strategies. All investors—businesses and individuals alike—could be losing potential income and earnings due to higher
taxes.


$14.5 trillion of nonqualified assets are invested today*


Help your clients manage their tax exposure today with our new
advisor guide to tax deferral and key tax changes flier.

VA-TAX-BRC001

VA-FDLTY-FLI001

*Source: LIMRA Retirement Income Reference Book, 2012.


Michael Cholet
Internal Wholesaler
484-583-6473
michael.cholet@lfd.com