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Protecting upwardly-mobile clients from tax risk
June 8, 2021 @ 12:00 PM - 1:00 PM
Discover how you can help younger, successful clients and business owners mitigate the impact of taxes on their income, investments and legacy assets. Recognize new planning opportunities in your practice, and walk away with:
Client conversation starters
IUL illustration tips and tricks
Case studies showing how IUL can complement a client’s financial portfolio, including 401(k) and retirement plans