Complimentary 1040 Overlay Sales Kit


Your client's tax return tells a story...

...Can you help them interpret it? As financial professionals, we know it's critical to address not just a consumer’s current financial needs, but their mid-term and long-term goals. One way to create a path to those goals is to read their yearly tax return.

With IAMS' complimentary 1040 Overlay Sales Kit, you can use your client's in-progress or completed tax return to highlight key discussion points and easily identify potential financial protection and planning needs.

This Kit includes:

  • IRS Form 1040 and Schedule A overlays
  • 1040 Guide for Tax Returns
  • Prospecting letters to tax professionals and their clients
  • 2023 tax facts and tables

Submit Your Information Here to Request Your Complimentary 1040 Overlay Sales Kit