November 2, 2023
Important Year-End Tax Tips for 2023
Join us for this webinar on November 16, to learn how to help your clients pay less tax!
The financial landscape of 2023 was one that won’t soon be forgotten. Rising interest rates and a volatile stock market have stolen the headlines, but the one constant our clients can look forward to at year end is tax season. As a financial representative, one of the most powerful ways to showcase the value you bring to the table is by helping your clients strategize.
Our Year-End Income Tax Planning Strategies Webinar will review tax-saving items such as:
- Reviewing and leveraging available deductions and credits
- Harvesting tax losses to offset gains
- Making last minute charitable gifts
- Paying estimated taxes on time
- Completing retirement plan contributions or other strategies
For more on this topic –
Join us for this webinar and help your clients to pay less tax! With more available cash on hand, clients can have a nice treat or put more into their policies. Check out the marketing resources listed below that provide more information about year-end tax planning strategies and be sure to also register for our upcoming webinars.
Year-End Gift and Estate Tax Planning
Thursday, November 16
1:00 p.m. EST; 2:00 p.m EST
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
or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:
- The companies of National Life Group® and their representatives do not offer tax or legal advice. Please encourage your clients to seek tax or legal advice from their appropriate professional advisor.
