Exciting down but scary up. Be prepared.
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Rollercoasters and Tax Rates.
They're full of ups and downs.

A theme park ride is predictable, but tax rates aren’t. Make sure clients are prepared, especially if they go up.
Go to February Spotlight

Talk to clients who need the death benefit protection of life insurance about adding cash value life insurance to diversify their future income. It can be a sound complement to a tax-advantaged retirement account and help them level out their retirement ride.

For Clients

The Life Insurance and the Importance of Tax Planning in Retirement flyer and The Tax Challenge can help you start a conversation with clients around tax-efficient investing.

For You

The Trimester Marketing Resource Site to find the latest February additions and playbook pointers.

Questions?
Contact your Prudential wholesaler or call the Life Insurance Sales Desk at 844-606-7867.

Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective client. The information is not intended as investment advice and is not a recommendation about managing or investing a client’s retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.

We do not provide tax, accounting, or legal advice. Clients should consult their own independent advisors as to any tax, accounting, or legal statements made herein.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.
1044636-00002-00     Ed. 02/2021
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