When tax season arrives, your clients are likely thinking about the past year and the one ahead. But it’s also a good time to talk about the future and their tax situation when they retire. A properly-funded Income AdvantageSM IUL policy is a good way to help your clients plan ahead and minimize their tax risks in retirement.
Our newly updated Tax Bracket Risks brochure for 2020 can help you explain the advantages of an IUL policy to your clients.
This updated brochure can be ordered through your normal supply channels beginning Friday, January 31, 2020.
If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email email@example.com.