One of the BEST Ways to Use a Tax Return

Apr 18, 2018

If your clients haven’t received their tax returns yet, they should be receiving that sweet sum of money shortly. Now, it may feel like the world is their oyster for a short period of time; perhaps it’s shopping spree time, or maybe they have their eye on a round of golf at the best course in the state. Instead of these frivolous options, try steering them towards something that can significantly help their retirement planning. We’re talking about a Fixed Indexed Annuity.

The beauty of FIA’s are that your clients can’t lose! FIA’s provide upside potential with downside protection; they take advantage of the market when it’s performing well and bottom out at a zero floor when the market takes a hit.

This month, we’re featuring a 7 year indexed annuity that’s making a big splash in the industry. The annual point-to-point cap is now 6% which is one of the highest you’ll find on a 7 year FIA.

Putting a tax return towards a Fixed Indexed Annuity can greatly help your clients in the future. Our advisors can help you position these lump-sum investments and their payoffs to clients planning for their retirement. Call us today at 480.296.0169 to learn more about these products.

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