Show Clients the Benefits of Tax Deferral
![](/sites/default/files/styles/landscape_178_16x9_320x180_1x/public/migrated/03.SalesIdea_February2020_TaxDeferral.jpg?itok=_MAu8wzs)
The Power of Tax Deferral
One benefit of an annuity is tax deferral. Clients don't pay taxes on their earnings until they withdraw funds. Tax-deferred annuities make their money work harder with triple-compounding, which means clients:
- Earn interest on principal.
- Earn interest on interest.
- Earn interest on tax savings. Because interest in an annuity is not subject to income tax until it’s withdrawn, 100% of the interest can continue to compound.
Here’s an example of how tax-deferral benefits could increase a client’s earning power. Consider a client whose federal tax bracket is 25% and has a tax-deferred annuity that earns 2.50%. To match those earnings with a taxable investment, the client would have to earn a rate of 3.33% instead!
See how a tax-deferred annuity from The Standard can help your client’s money work harder for them.
![The Power of Tax Deferral The Power of Tax Deferral](/sites/default/files/styles/original_960x_2x/public/migrated/17067_Chart.jpg?itok=WoouDrYi)
For example purposes only. If you have questions regarding your specific situation, please consult your tax advisor.
Client-Friendly Flyer
Download this flyer to help show clients the benefits of tax deferral.
Sales Concept Flyer
![17067 17067](/sites/default/files/styles/original_960x_2x/public/migrated/17067_v2.jpg?itok=5aVVGFCz)
More About Sales Insights & Tools
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2024-06/grandfather-hugging-grandkids.jpg?itok=CyiJAwmJ)
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2024-04/globe-national-flags.jpg?itok=7uWllAku)
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2024-03/piggy-banks-clock.jpg?itok=1D48Oikb)
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2024-03/toy-houses.jpg?itok=hUN6Y6Aj)
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2024-01/multi-generational-family-living-room.jpg?h=a3ac3c1e&itok=zyBgiMue)
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2023-12/popcorn-clapboard-vintage-camera.jpg?itok=RwF5KMYO)
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2023-10/paper-family-cutout.jpg?itok=pG0-4BvJ)
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2023-09/coin-operated-binoculars.jpg?itok=ivN9s7Sj)
![](/sites/default/files/styles/landscape_150_3x2_320x213_1x/public/2023-09/hammock-overlooking-ocean.jpg?itok=-Dfc3gYf)