As we begin a new year, it is important to stay up to date and knowledgeable regarding some key numbers that can potentially influence your client’s financial portfolio. These numbers pertain to income taxes, credits and deductions, contribution limits, deductibles, and out-of-pocket transactions. Keep in mind, this assortment of numbers can be used to both motivate and engage with your clients, prospects and centers of influence.
Key Numbers 2019
Click the file/image below to download the official document. Print it out and keep it for your reference!
If you need any additional sales tactics on how to educate your clients on the best tax strategy for them, contact your Field Support Representative (FSR) today by phone at (888) 543-3776.
The information provided herein should not be interpreted as legal, accounting or tax advice.
LifePro is a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide. The company was formed solely to help independent insurance agents, financial planners, and other financial service professionals become successful.
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