Your 2025 Macro Tax Planning Kit is Ready

Retirees, near-retirees and small business owners are all navigating a fast-changing tax environment, and many are doing it without the guidance they need.

Our 2025 Macro Tax Planning Kit is designed to help you start smarter tax conversations - helping clients and prospects avoid costly missteps and take control of their financial futures. It includes the turnkey tools you need to educate, engage, and grow your book of business.

What's inside:

• Updated tax tables and a 1040 Guide
• Factfinders, checklists and presentations
• A client-facing Smart Wealth Accumulation (IUL) guide
• Prospecting letters tailored to multiple audiences
• Ready-to-post social media content

Fill out the form here to request your free kit.