With tax season coming up fast, now is a great time to reach out to clients and prospects and discuss the tax-deferral benefits of fixed index annuities, such as those in American Equity’s Shield Suite. 

Here are resources to help with these conversations.  A helpful 2023 Tax Guide and a flyer on the potential fixed index annuities’ tax-deferral benefits.

For annuity information or illustrations contact Beau Blouin with 3 Mark Annuity Marketing at 281-269-2371 or by email at beau.blouin@3mark.com.