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May 3, 2017

Share Simple Tax Diversification Strategy with Clients

Linda Thomas News

Check out a short and simple 3 minute video explanation on the importance of tax diversification. It addresses the importance of having assets in the “tax later”, “tax now” and “tax never” categories. Learn how an IUL can provide great value in the “tax never” portion of a portfolio. Share the video or customize the PDF and send to clients/prospects to expand your IUL clientele.

Why Choose CareMatters? IUL is Built for Opportunity

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