Complimentary 1040 Overlay Sales Kit

Unlock your client's tax return insights

Your client's tax return isn't just a set of numbers; it's a narrative of their financial journey. Analyzing this story can help you tailor financial strategies that align with both their short-term objectives and long-term aspirations.

Enter our complimentary 1040 Overlay Sales Kit, designed to empower financial professionals like you to effectively interpret your client's tax returns - delving into your client's financial landscape, identifying crucial discussion points, and seamlessly pinpointing opportunities for financial protection and strategic planning.

This Kit includes:

  • A 1040 Guide for tax returns
  • Persuasive prospecting letters tailored for tax professionals and their clients
  • Updated 2024 tax facts and reference tables

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