Each of your customers is different. They present a unique set of concerns that require forward thinking solutions. In today’s economic environment, there’s a special emphasis being placed on areas such as federal tax implications on annuities, retirement plans, and contract structuring. This publications is designed to provide you with the pragmatic answers you’ve been searching for.
This 64 Page Guide may just be the all-in-one Advanced Markets tool you’ve been waiting for!
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax pen alties or to promote, market, or recommend any tax plan or arrangement. Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives and employees do not give legal or tax advice. Consumers are encouraged to consult their tax advisor or attorney.
This offer is designed for insurance licensed financial professionals.
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