Your clients see you as a trusted partner, so help them through this tax season. View and share key information on federal income tax rates, deductions, exemptions, contribution limits, and gift and estate taxes with these 2018 tax resources. 2018 Tax Planning Guide. A look at the 2018 tax landscape. Your 1040 Tax Form Guide.
Attached you will find our brand new MoneyGuard Resources Guide for distribution to your downline agencies. This piece features information on everything from co-branded material opportunities to details on supporting specialty markets. It contains maps for regional support and details on email campaigns. Read more.
Legal & General America has competitive new term rates and great pricing for both annual and monthly premium payments. At all ages*, classes, amounts, and durations, OPTerm pricing for Banner ranks #1 – 78% of the time. For William Penn, pricing ranks #1 – 87% of the time. Learn more.
See how performing a 1035 exchange enabled one client to successfully avoid causing a taxable event and significantly increased his death benefit protection. Learn More.
Consisting of 50+ available resources, the latest from AIG is a “grab and go” introductory campaign for life insurance. Ready for use with anyone new to life insurance. Check it out.
Many new IUL products have been introduced with designs to improve the illustration yet not exceed the maximum illustrated rate. They often include persistency credits and interest multipliers that are NOT guaranteed. Learn how to evaluate these features and use the illustration’s annual cost summary to see their impact.