As we enter the second year of the Tax Cuts and Jobs Act of 2017, most things remain constant from 2018. Hoverever, there are a few changes in 2019 that may impact you or your clients tax return. Read more in this helpful brochure from Allianz and, hopefully, you will be better equipped to help yourself and your clients.
The tax season has officially wrapped up for many. Now is a great time to start talking to your clients about the tax benefits of life insurance – the tax-free benefit, tax-free distributions, tax-free growth on cash value, and more! To aid in this discussion, John Hancock has a suite of materials available: