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Tax Impact: Identify Opportunities

How taxes affect your clients' retirement plans and how you can help protect their wealth.

Use the Form 1040 tax guide to help you:

- Find areas where your clients could benefit from more tax-efficient strategies.

- Gain a more comprehensive picture of each client's financial situation.

- Provide a value-added service to establish a stronger relationship with your clients.

View the Form 1040 Tax Guide

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.

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