Six Commonly Asked Questions About Annuities During Tax Season

March 27, 2017

By Chris Conklin, VP Individual Annuities. Reprinted with permission from LifeHealthPro.

It's that time of year again: tax season. It is also a great time of year to talk to your clients about the benefits of annuities. This is because they have been receiving 1099 forms in the mail over the last month and seeing just how much tax they are paying on the interest in their investments. Here are some commonly asked questions you may get this year, along with answers you can use to help clients understand the tax benefits of purchasing an annuity.

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