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Sponsored by: Protective Life
Recent proposed legislation has included some key tax law changes that could affect retirement and estate planning. What can advisors do to get ahead of these potential, but often unpredictable changes to the tax law?
In this episode of The Success Zone Podcast, Martha Hart, vice president, Annuity National Sales Manager at Protective Life, discusses tax planning from a financial advisors’ perspective and shares some options for advisors to increase value for their clients.
Martha discusses:
- Why partnering with a tax professional increases your value proposition as an advisor
- Some challenges advisors face when implementing tax strategies
- Investment and financial planning options for optimizing returns and limiting taxes
- The importance of improving clients’ peace of mind when attracting and retaining clients
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