Diversify assets to minimize taxes
Give your clients the power of an “asset location” strategy to create a more favorable tax treatment in retirement. If your clients are heavily weighted in taxable and tax-deferred assets, learn how to change the conversation to show them how more tax-advantaged assets, like cash value life insurance, can improve their tax treatment.
Want more information?
Email us at LifeUniversity@LFG.com
or call 866-888-9822.
Diversify assets to minimize taxes
Give your clients the power of an “asset location” strategy to create a more favorable tax treatment in retirement. If your clients are heavily weighted in taxable and tax-deferred assets, learn how to change the conversation to show them how more tax-advantaged assets, like cash value life insurance, can improve their tax treatment.
Want more information?
Email us at LifeUniversity@LFG.com
or call 866-888-9822.
Diversify assets to minimize taxes
Give your clients the power of an “asset location” strategy to create a more favorable tax treatment in retirement. If your clients are heavily weighted in taxable and tax-deferred assets, learn how to change the conversation to show them how more tax-advantaged assets, like cash value life insurance, can improve their tax treatment.
Want more information?
Email us at LifeUniversity@LFG.com
or call 866-888-9822.
Diversify assets to minimize taxes
Give your clients the power of an “asset location” strategy to create a more favorable tax treatment in retirement. If your clients are heavily weighted in taxable and tax-deferred assets, learn how to change the conversation to show them how more tax-advantaged assets, like cash value life insurance, can improve their tax treatment.
Want more information?
Email us at LifeUniversity@LFG.com
or call 866-888-9822.