Gradient Annuity Brokerage

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Tax reform is here.

Found Money: Tax Reform

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Tax reform is here.

Are you prepared to help educate your clients and prospects on how the new tax law could impact their retirement strategy? Access your comprehensive, turnkey "Found Money: Tax Reform" sales system that gives you all the tools you need to help your clients consider tax efficiency when creating their retirement strategy.

Highlights include:

  • Complete seminar package including a presentation, workbook and response form
  • Seminar invitation
  • Social media ads
  • Newspaper ads
  • Tax reform cheat sheet
  • Tax information cards
  • Tax whitepaper
  • Found Money: Tax Reform report