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Legacy Tax Planning Webinar
October 25, 2017 @ 11:00 am - 11:30 am
This webinar will enable you to provide your clients with tax-efficient legacy planning solutions.
If you have clients with significant gains in non-qualified annuities we will show you how your client’s beneficiaries can access all of the cost basis in the annuity immediately tax-free and continue to spread the taxable gains over future years.
We will also provide fixed no risk tax-free planning solutions for your clients while maintaining access to their cash in-case of an emergency.