Help Your Clients Embrace Tax Diversification The U.S. tax rates have fluctuated dramatically over the years, and this uncertainty can create problems when planning for retirement. By implementing the correct strategy, you can give your clients the future flexibility to not only control their taxation, but take advantage of it! Index Universal Life insurance can help clients by:
- Hedging against future tax rate volatility
- Taking advantage of future tax rate increases and decreases
Share with your clients this Tax Diversification sales concept to show them how.
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