Your clients are worried about the tax increases that appear to be looming.
Nobody enjoys paying taxes, whether it's just simple income taxes, capital gain and estate taxes, or even passing potential taxes from annuity gains on to heirs.
Dunhill is partnering with LegacyTree Foundation to share a solution and a reason to converse with your current clientele - to help them reduce some of these taxes.
THURSDAY, JULY 29 @ 10AM PDT
In this webinar, you'll learn about some simple planning ideas, outlined in the IRS Code, that can help your clients:
Reduce their taxes
Eliminate/reduce capital gain taxes on securities and real estate
Access qualified funds or complete a ROTH conversion - TAX-FREE
Offset internal gains when passing annuities to heirs
Experience the 100% deduction power of the CARES Act
Find solutions for the potential increases in capital gain taxes
Nearly any client can benefit from these programs...
even those over 80 years old!
Learn how you can increase your production without adding new clients and you are compensated up to 7%!
REGISTER NOW
These programs enable LegacyTree Foundation to provide spiritual, physical, and humanitarian aid to those in need. LTF also allows your clients to recommend their favorite charity to benefit from their transaction.
LegacyTree Foundation is a 501(c)(3) non-profit organization established in 1999.