March 2022 Digest
History has proven that the only sure thing we can count on with the tax code is that it will change. It’s important that financial professionals remain fluid with their approach to retirement planning with their clients and regularly review their clients’ existing plans, including permanent life insurance policies, to ensure they’re kept current with the changing tax environment.
Inside this month’s edition of The Digest are tools and resources that can help show you how to incorporate life insurance into a client’s retirement plan and create tax diversification.
