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

 

1040 Overlay Guide Book

Contact a member of the 3 Mark Sales or Marketing Team for more information at 888-533-6275. 

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