Tax season is underway… are your clients ready? As you are working with your clients, make sure to keep our 2020 Advanced Markets Tax Reference Guide handy — it puts key tax figures and limits right at your fingertips.
And, don’t forget — our Advanced Markets Team is here to help! A key objective of our team is to provide training and support that focuses on our areas of expertise – estate planning, business planning, and retirement and distribution planning – and that can help you with your sales efforts.
If you have a question about a concept, how our products work for a specific sales concept or if you just want to run an idea by us, give us a call at 1-800-693-6083 or email us at email@example.com.