Reduce the Tax Burden

One of our best carriers over the years has been Lincoln Financial. This information and the tools attached have been one of the most effective tools used by our top reps. Take a look.
More than 8 in 10 clients base their advisor’s effectiveness on their ability to reduce tax erosion of their retirement savings.1
Make your clients happy. Start managing your clients’ tax risk is by diversifying their retirement portfolios with Lincoln life insurance. It’s an asset that provides financial protection and these tax advantages:
  • Tax-deferred growth
  • A tax-efficient financial resource through income tax-free policy loans and withdrawals2
  • A tax penalty-free financial resource for early retirement
  • No minimum distribution requirements — at any age
  • Income tax-free exchanges into an annuity
Show your clients how they can reduce their tax burden
Get ready to have a tax talk with your clients with these conversation starters.
Review how life insurance can help your clients protect their retirement income.
Use this 1040 overlay with your clients to show them where they can save money.

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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