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.
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