February 8, 2023
Maximize Business Owner Tax Savings Through Qualified Plans
Learn to identify the most cost effective and tax efficient strategy for your clients
Qualified plans offer a tremendous planning opportunity for business owners.
Not only do they provide for retirement savings and increase employee morale, they also provide significant tax savings for the business, an advantage that is particularly important right now during tax season.
There are many different types of qualified plans from which clients can choose. But which one best fits the employer’s objectives? National Life’s Advanced Markets Team is here to help you find the most cost effective and tax efficient strategy for your client!
For more on this topic –
Join us to compare the features of different types of retirement plans and the tax savings potential they offer.
Employer Sponsored Retirement Plans and Tax Savings
Presented by James Baumann
Wednesday, February 15
1:00 p.m. ET, 12:00 p.m. CT
From One Agent to Another
Take a moment to watch these video interviews
Qualified Plans and Effective Tax Planning
Sean Adams, CPA
TRIP Financial Services Group
Scott Levin, CFP, AIF
Worthington Financial Partners
Browse these resources for additional information, marketing and sales tools on these topics.
You have direct access to the Advanced Markets Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
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