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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.

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