Annuities - Disability - Life - Long-Term Care Insurance

900 Veterans Memorial Blvd. - Metairie, LA 70005

(504) 837-2300 / (800) 481-5799

simplicitygroup.com/neworleans

PROTECT WHAT YOU HAVE BUILT

Planning for a client’s income tax liability becomes even more important in retirement. Prudential provides tools and insights to help you start meaningful conversations with clients about how life insurance can support tax diversification, manage retirement income tax exposure, and create flexibility, so clients can strive to protect what they’ve built.

Click the button below for a resource from PRUDENTIAL that you can go over with your clients to help them understand the importance of planning now using life insurance to help them keep more of their money later.

Join Prudential for their webinar titled "The Power of Life Insurance: Larger Inheritances. More Control. Less Tax."

Thursday, April 9th at 1pm CT

Renowned CPA and retirement planning professional Ed Slott will reveal how life insurance can help you deliver what clients want most: larger legacies, greater control over assets, and reduced tax exposure. Additionally, you’ll learn how to use life insurance as a powerful tool for wealth transfer and a complement for traditional retirement strategies. Register today!

Please read through all of this information, then reach out to Simplicity New Orleans with any questions, and so that we can get you appointed to sell.

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