Annuities & Taxes

April 30, 2021

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, Advisor Magazine.

People seem to get more focused on their financial plans around tax season. While tax benefits are not the only deciding factor when considering a fixed deferred annuity, they are meaningful and can help your clients see all the positive attributes of annuities.

Read About Tax Benefits >

 

More About Sales Insights & Tools
As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.
Have two members in the same household submitting applications at the same time? They may qualify to be combined for a high-band rate. Find out how it works!
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
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Watch our new video to see an overview the Enhanced Choice Index Plus, and see how it provides benefits for today and tomorrow.