How 1040 tax forms can spark better discussions with your clients
Have you ever reviewed your clients’ 1040 tax return forms with them? While you may not be giving them tax advice, talking through these crucial documents may open avenues to discuss the benefits of tax deferred growth and guaranteed lifetime income with an annuity.
Below, we’ve annotated a 1040 tax return form to pinpoint several areas that can serve as good conversation starters — for discussions about everything from charitable giving to IRA and pension distributions.
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