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Sales Week: Use this FAQ to make the Partial Tax Conversion process easy
FAQs TO HELP YOU PUT A PARTIAL TAX CONVERSION INTO ACTION
Help your clients alleviate their tax burden while they plan for retirement
Tools and resources to simplify Partial Tax Conversion When helping clients plan and manage a successful retirement, taxes need to be part of the strategy. EquiTrust offers a Partial Tax Conversion (PTC) program to help your clients systematically convert IRA money over time.
We have answers to your PTC questions Want to know more about how to guide your client through a PTC? We’ve put together tools you can use.
EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa.