Help Clients Avoid a Taxation “Double Whammy”

Chasing the Sunset

Recent retirement tax legislation has downgraded qualified dollars as a favorable legacy asset. At the same time, lower tax rates under Tax Cuts & Jobs Act (TCJA) will expire in 2026. Now is the time to consider several strategies using annuities and life insurance as financial tools to create a more tax-efficient legacy for heirs.

Join the Securian Financial Advanced Sales Team (SFAST) for a live webinar on the opportunities presented by the TCJA sunset.

See this SFAST legislative update for a way to help your clients avoid a taxation “double whammy.”