Tax Cuts and Jobs Act Opportunities for Qualified Money
Track: Main Stage
In this session we will focus on specific sales opportunities driven by the Tax Act that help your clients, support their CPAs and benefit you. Mary will present two sales opportunities driven by tax savings. The first of these strategies generates average fist year premiums of $50,000 per policy. Mary has been involved directly or supported more than 5,000 of these cases. The second sales opportunity Mary will present generates average first year premiums of $100,000 - $200,000. Mary has directly been involved in several hundred of these cases. The largest to date utilized $6,200,000 of premium dollars.
• Tax savings for owners of closely held service businesses that can restore the 20% deduction provided to these businesses through the Tax Cuts and Jobs Act
•Repositioning qualified money to reduce taxes by 30% or more and eliminate RMD’s.
As a specialist in qualified tax-advantaged strategies for small business owners, Mary help those business owners turn a good year into a great year by keeping more of what they have earned. Mary spent nearly 18 years as Assistant Vice President of Individual Qualified Plans at the MONY Group before becoming VP, Qualified Plan Marketing at National Life Group. What Mary likes best about her job is helping business owners find solutions to their retirement needs.