Tuesday, April 03, 2018

Hot off the Presses: 2018 Tax Reference Guide

Many of your clients look to you to keep track of important financial information and changes that they are unable or unwilling to keep track of on their own. The 2018 Tax Reference Guide gives you many ways to build and strengthen relationships with new or current clients. This guide is available through Ann Arbor Annuity Exchange and can be customized and given to clients as a part of your annual review, used in a seminar, or incorporated into a regular communication process that you may have already established with your current client base via personal meeting, email, or newsletter. Additionally, you can reach out to new clients with this information as well.

This piece is not product-related and its information can be helpful to people in different ways. The guide is updated every year with the most current and relevant tax rules and thresholds and is consistently our most sought-after and used piece of marketing. This year in particular there are many changes that may have an impact on your clients. Many of our agents currently use this material with their clients, but for those of you who have not yet done so, now is the perfect time to start incorporating it into your practice.
Using the 2018 Tax Reference Guide with your clients is a very cost-effective way to show your clients that you are informed of tax changes and how those changes may affect their individual financial situation. Most importantly, it demonstrates that you are actively aware of these rules and regulations and how they may present new opportunities or solutions for your clients.

You can create a repeatable marketing process by incorporating the guide into your communication with your clients every year. Even if you don’t go over the information in detail with your clients, the fact that you offer the guide to them demonstrates that you are aware of this information and are proactively keeping them informed. Of course, for more advanced questions and scenarios, please advise your clients to consult with their tax advisor or attorney.

Ann Arbor Annuity Exchange has copies of this information on hand from a variety of carriers and also has a version that can be customized with your specific contact information as well. Please contact your marketer today for access to these pieces at 800.321.3924.

Dina Mestel | Sales Trainer
Ann Arbor Annuity Exchange
Ph: 800.321.3924 x119 | Dir: 734.786.6119

Please note that Ann Arbor Annuity Exchange and its representatives do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.

Prior to engaging in any social media, marketing programs, or seminars, producers should follow the approval requirements of their state(s), the carriers they represent and their broker/dealer and registered investment adviser, where needed, to ensure compliance with applicable regulations.

Designed for Financial Professionals.