Gradient Annuity Brokerage

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Are you sick of talking about risk and income? Some of your prospects and clients are too. What is one thing many financial professionals shy away from, yet many prospects and clients are interested in?

Developing an income tax-free retirement strategy. Taxes may go up in the future. It may be best for your clients to pay taxes now, in a lower tax environment, to generate tax-fee income later when taxes could be higher.

Request the white paper that clearly illustrates:

    1. How to capitalize on taxes while they are on sale
    2. Options for developing a tax-advantaged income
    3. How to position IUL and Roth conversion conversations
    without the “I don’t want to pay taxes” objection
    4. Why tax diversification should play a key role when it comes to retirement strategies




Fill out this form to receive the Future of U.S. Taxation white paper.



*Certain requirements must be met. Some restrictions may apply. We reserve the right to withhold all offers made. Visit http://gdrive.konnexme.com for details. For financial services professional use only. GIB-703419 2018-15-08