Your client's tax return is more than just numbers; it’s a roadmap of their financial life. By analyzing it strategically, you can uncover key insights to guide their financial decisions and strengthen your relationship.

Our complimentary 1040 Overlay Sales Kit helps you interpret tax returns with confidence, allowing you to identify potential financial gaps and opportunities for protection and strategic planning.

Inside the Kit:

• A comprehensive 1040 Guide
• Breakdown of Secure Act 2.0 changes
• Important income tax, Social Security and Medicare updates for 2025
• Proven prospecting letters for tax professionals and clients
• Updated tax facts and reference tables

Equip yourself with the tools to provide even greater value for your clients. Submit the form here to request your free kit!