Expand and Elevate: Are You Maximizing Tax Efficiency for Your Clients?

How effectively are you matching your clients' financial needs with the most favorable tax treatment? Join us for Coffee with Closers on Thursday, March 20th at noon Eastern/9 AM Pacific and discover how to expand your knowledge and elevate your service. We'll tackle the unique language of tax-optimized financial planning, explore product strategies for protection, accumulation, and combined goals, and dive into real-world case studies. Learn how to leverage tax treatments to provide your clients with superior financial outcomes.