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.
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