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  • 4-Minute Article
  • |
  • Jan 25, 2018

Explore the Potential Role for Annuities in your Clients' Tax Strategy Conversations

Discuss the potential tax benefits of annuities with these three key questions.

This conversation guide delivers 3 key questions advisors might ask clients when discussing tax strategies during a comprehensive accumulation and income planning conversation.

Download our guide to use in preparing for your next client conversation.

Download