Sales Idea: High income earners may want to set aside additional funds above qualified plan limits. Cash value life insurance and annuities can be ideal.
Forward the Article:
Forward the article to appropriate clients and prospects to start a fresh conversation about their financial strategy. Do they want to take advantage of tax savings made possible with life insurance and annuities? What is their long-term care strategy? Will they be impacted by the increases in the death tax?
Post the Article to Social Media:
Post the article to social media and encourage readers to message you for a complimentary financial strategy checkup. Are they taking advantage of all available tax saving strategies?