It’s Tax Season and Lincoln is Here to Help
You know the old saying, the only two things in life that are certain are death and taxes. February’s ONE meeting will focus on goals based planning with your clients and a big part of that conversation is around taxes and how to help lessen the burden for clients…not just for this year, but in the future as well.
6 of 10 Americans indicate tax planning is one of the main considerations when thinking about their overall financial plan*. But in today’s economic environment, how can your clients overcome tax risk, low growth and high volatility to achieve their goals?
Join us for sales solutions and conversation starters:
- Use the 1040 Overlay to show your clients opportunities to help minimize their tax exposure
- Introduction to the new Tax Reform resource coming to help you navigate changes in the tax code when they occur
- Actionable playbook for accumulation focus designs
This month’s ONE meeting is going to help with the items listed above and provide you with conversation starters and numerous tools and resources to assist you in these conversations with your clients. In addition, we will go over some sales ideas and best practices that can help you turn this tax planning conversation into opportunities that not only drive revenue in your business, but strengthen your relationship with your clients.
Date: February 7, 2017