January 21, 2021
Welcome to Tax Season!
Tax season brings an excellent new business opportunity in the new year.
Over the next few weeks we’ll continue to bring to you simple and impactful conversations that you can begin with your customers NOW.
To lay the foundation for these conversations, we encourage you to visit our IRA Landing Page. It’s a single location wherein you will find what you need to navigate the Traditional, Roth, SEP and SIMPLE IRA spaces. Be sure to check out our latest consumer-marketing pieces, which include emails and social media posts you can use to reach out to your clients and prospects today.
Take some time to acquaint yourself with the basics now. Don’t forget to bookmark the page!
Guarantees are dependent upon the claims-paying ability of the issuing company.
