When planning for retirement, there are certain things that are outside of your clients’ control, and paying taxes is one of them. Although we do not have control over the federal deficit, our country’s debt and tax rates, we can control how to save for retirement and can choose more tax-efficient strategies such as tax-free income.

In the current economic environment, we believe it’s important that your clients understand how legislative risk — the fact that the tax code is “written in pencil” and Congress can change the rules at any time — could impact their retirement. This is especially true if they have saved all or the majority of their retirement assets in qualified funds.

Our consumer guide, “Tax Planning in Today’s Economic Environment,” is a great resource for your clients to understand why future tax hikes can adversely affect their retirement and how you can help. We have a Snappy Kraken campaign designed around this guide as well. CLICK HERE to check it out on the AE Campaign Library.

Speaking of taxes, you can use this NEW one-sheet to show your clients how they can gain tax advantages now and in retirement with indexed universal life insurance (IUL).

Help your clients avoid being forced to participate in higher tax rates in the future with these great resources.

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