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Planning for tax efficiency
May 18, 2021 @ 12:00 PM - 1:00 PM
You won’t want to miss Part 3 of our well-attended webinar series. We’ll review the tax challenges many of your clients and prospects are concerned about. If you work with clients in the top income brackets, the emerging affluent and business owners, you’ll gain insights about insurance sales and planning opportunities. You’ll also walk away with:
• Client conversation starters
• Diversification ideas
• Strategies to help your clients protect growth and income