Start Talking About the Tax Advantages of Annuities

February 4, 2020
Start Talking About the Tax Advantages of Annuities

It’s a great time to start talking about the tax advantages of fixed annuities. Your clients with CDs will be receiving a 1099 for the tax on their yearly gains. While this is top of mind, use our sales idea to help show clients the benefits a tax-deferred annuity can offer.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

 

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