Taxes Declassified
Event Details
Campaign-Venue
Campaign-Address1Campaign-Address2
Campaign-City, Campaign-State Campaign-Zipcode
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Seating is limited. There is no charge to attend!
Event Details
Campaign-Venue
Campaign-Address1Campaign-Address2
Campaign-City, Campaign-State Campaign-Zipcode
Event Options:
EventDate
Seating is limited. There is no charge to attend!
Do you know how to keep your assets out of probate, reduce tax exposure and create a plan to ensure your heirs retain your assets?
Join us at Campaign-Venue for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
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Do you have an estate plan in place?
Don’t miss this information-packed event!
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.¹
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
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¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.