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[Client Handout] 2016 Tax Update with Summary
[Client Handout] 2016 Tax Update with Summary
February 2, 2016
Share these downloads with your clients to explain how the federal income tax works and how future tax changes would impact their retirement income and financial statement.

Download Our New Compelling Retirement Income Kit!
Download Our New Compelling Retirement Income Kit!
October 16, 2015
Help your clients rethink and create their retirement income strategy with this comprehensive workbook and presentation.

Tax Alpha in Today’s Environment White Paper
Tax Alpha in Today’s Environment White Paper
October 13, 2015
FREE White paper Download

5 Misperceptions About Annuities
5 Misperceptions About Annuities
August 12, 2015
When it comes to FIAs, there are a lot of misperceptions. Download this free report to learn 5 misperceptions about FIAs and some facts that tell the true story.

The Potential Cost of Waiting
The Potential Cost of Waiting
June 19, 2015
No one knows when interest rates will go up or by how much. Every year that your clients sit on the sideline, they could be losing out on interest earned. This free sales idea details the potential cost of waiting.

Retirement in America is Changing
Retirement in America is Changing
April 17, 2015
Now more than ever, it’s important to create a retirement strategy that takes into account not just what we know about the future, but what we don’t know.

Easily Demonstrate How FIAs Combat Inflation in Retirement
Easily Demonstrate How FIAs Combat Inflation in Retirement
March 11, 2015
Fixed index annuities are one strategy you can use to fight the erosionary powers of inflation. This video is a must see for anyone concerned about managing for inflation during retirement!

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