800.869.1DBS WE MAKE DOING BUSINESS EASIER AND MORE PROFITABLE FOR YOU.
Untitled-3

Finding Life Insurance Opportunities Using Form 1040 2019 Edition

A careful review of a client’s tax returns can provide insight into their insurance and financial planning needs. A review of the lines on a tax return can lead to conversations about:

• Basic needs analysis and college funding
• Retirement and extended care planning
• Legacy & charitable planning
• Business planning

Additionally, comparing last year’s tax return to this year’s tax return can shed light on planning opportunities due to major changes in the client’s life.

Continue reading our print-friendly PDF here.

Related Posts

2021 Insurance Barometer Study

Interest in life insurance has grown in the last year as a result of COVID-19 as people have realized that they have a clear need for life insurance. In fact, 31% of consumers said they are more likely to buy life insurance because of the pandemic as the 2021 Insurance Barometer Study by LifeHappens and […]

Insurance Financing Options for Clients Who Have Used Their Gift Exemption Amount

2021 presents a unique opportunity for individuals to accomplish significant transfer tax planning. The reasons for this include the following: An individual can currently transfer $11.7 million of property without gift, estate, and generation-skipping taxes. The current top transfer tax rate is 40%. Several strategies utilize interest rates that are at historic lows. However, the […]

Website is for agent use only. Not for use with the general public. Privacy Policy | Terms of Use

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303.797.9080. Diversified Brokerage Services is not affiliated with The Leaders Group, Inc.

Before investing, research the background and registration status of any firm or financial professional you are considering dealing with at: http://brokercheck.finra.org/