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In this episode of The Success Zone Podcast, Martha Hart, vice president, Annuity National Sales Manager at Protective Life, discusses tax planning from a financial advisors' perspective and shares some options for advisors to increase value for their clients.
Martha discusses:
- Why partnering with a tax professional increases your value proposition as an advisor
- Some challenges advisors face when implementing tax strategies
- Investment and financial planning options for optimizing returns and limiting taxes
- The importance of improving clients’ peace of mind when attracting and retaining clients
Protective and Protective Life refers to Protective Life Insurance Company (Nashville, TN), and in New York, Protective Life and Annuity Company (Birmingham, AL). Securities offered by affiliate Investment Distributors, Inc., a broker-dealer and the principal underwriter for registered products issued by Protective. Neither Protective nor its representatives offer legal, tax, or investment advice. Purchasers should consult with their attorney, tax advisor, or financial professional regarding their individual situation.
