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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