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

Overcoming Common Client Objections to the Long-Term Care Discussion

Most people think that unpleasant things like serious illness are more likely to happen to others than to themselves. As a matter of fact, most Americans believe they won’t need long-term care, even though the U.S. Department of Health and Human Services estimates that 70% of all individuals turning 65 will need some form of […]

,

AG 49A Deadline Announced for December 14th

AG 49-A, the third phase of Actuarial Guideline 49 originally adopted by the NAIC in 2015, goes into effect for most carriers on December 14, 2020. This phase mandates that illustrations for all Indexed Universal Life policies placed inforce after the deadline cannot include interest enhancement credits or multipliers. If you have any current cases […]

,

2021 Tax Estimates

We are pleased to bring you recently released 2021 tax estimates based on tax cost of living adjustments. When the IRS publishes the official numbers, DBS will make the official 2021 Tax Guide available for your use. With the election just a few short weeks away, it’s anyone’s guess as to which candidate will prevail […]

Website is for agent use only. Not for use with the general public. Privacy Policy

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/