A lot can change in a year. It’s tax time and your clients are reviewing their finances. Take this opportunity to check in and go over your clients’ Form 1040 - US Individual Income Tax Return.
You can uncover additional life insurance needs with a simple meeting.
Foresters and their employees and life insurance representatives, do not provide, on Foresters behalf, financial, estate, legal or tax advice. The information given here is merely a summary of our understanding of current laws and regulations. Clients and prospective purchasers should consult their financial, estate, tax or legal advisor regarding their situation.
For producer use only. Not for use with the public. 420506 US 03/23