Ann Arbor Annuity Exchange: 5 year-end tax planning strategies

Wednesday, November 28, 2018

5 year-end tax planning strategies

5 year-end tax planning strategies
By Sheryl Rowling
(InvestmentNews)

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AAAE does not give tax or legal advice. Please encourage your clients to consult a tax advisor or attorney.

Ann Arbor Annuity Exchange

Founded in 1990, Ann Arbor Annuity Exchange (AAAE) is one of the oldest and most well-respected marketing organizations leading the industry today. As a wholesale distributor of traditional fixed annuities, fixed index annuities, life insurance, and long term care insurance, we serve the independent financial professional.

AAAE helps financial professionals get in front of more prospects, develop new clients, and improve their operations by leveraging a long list of compliance-friendly marketing and sales solutions.

We were built on producer relationships and continue to use our unmatched service model to allow financial professionals to focus on what matters most: helping clients achieve their retirement goals.

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Wednesday, November 28, 2018

5 year-end tax planning strategies