Looking under the hood of the 1040 tax form to spot opportunities

Help your clients discover new planning opportunities.

Reviewing your client’s tax return can be an effective way to identify financial protection needs – needs that AXA may help fulfill. With sweeping changes to personal, business and estate taxation with passage of the Tax Cuts and Jobs Act, this review can be even more significant.Contact your BGA to learn more.

“Balance is not a women’s issue, it’s a business issue”

Contact your BGA:

“Balance for Better” was the theme of this year’s International Women’s Day, which was celebrated on March 8th and kicked off a year that will emphasize how gender balance is essential for businesses and communities to thrive.

 

Build on this focus by taking advantage of our women-focused materials — a compilation of materials specifically designed to help you connect with your female clients and ensure your practice is addressing their specific planning needs and growing in this key market.

 

 

The right benefits can have an impact

Show employers how key employee benefits can help them recruit, reward, retain and retire their top talent. These benefits can help employees make up for benefits lost due to government restrictions placed on qualified retirement plans. The result? More engaged and loyal employees — and a great recruiting tool, too.

Learn how Principal tools can help contact your BGA today.

Life doesn’t stand still

Neither should your client’s Life Insurance coverage.

Any client can and should benefit from a policy review every three to five years, as well as following any major lifestyle changes. Contact your BGA to do a policy review.