Help clients optimizing their portfolios with tax-efficient strategies

When your financial professional clients are helping clients plan for retirement, it’s important to consider how their assets could be taxed now and in the future.

The new year is a great time for financial professionals to meet with clients to review their retirement strategies and consider how tax-efficient planning with life insurance could help diversify and optimize their portfolios.

Download our resource guide and share it with your financial professional clients to help them learn more about how to craft tax-efficient retirement strategies that suit their clients’ needs. It’s packed with educational materials they can use to help guide their conversations.