Reviewing your client's tax return can be an effective way to identify financial protection needs — needs that we may help fulfill.
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Reviewing your client's tax return can be an effective way to identify financial protection needs — needs that we may help fulfill. The link below provides information on what to look for when examining tax returns, next steps and planning options.
The Equitable 1040 Overlay approach has consistently been an easy-to-use and sensible tool to uncover planning opportunities with clients. Join Equitable Advanced Markets for this live webinar as we unpack and discuss:
How the 1040 Overlay works
What changes were made in 2020
Uncovering potential opportunities with small business owners
Enhancing value and building relationships with centers of influence and their respective clients
Examining numerous planning strategies that may be gleaned from reviewing a client’s tax picture