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The Effects of Taxes and Volatility on Retirement Futures: An Educational White Paper for Clients

taxes and volatility whitepaper

Your Natural Introduction to an Indexed Universal Life Insurance (IUL) Sale

Use this client resource to explain the potential impact of taxes and volatility on a retirement income. If what’s expected to happen in the near future does, your client should thank you for providing this information sooner rather than later.

Share this educational white paper and help your clients discover:

  • One of the biggest expenses in retirement
  • How the timing of income withdrawals can dramatically affect the total amount they receive
  • Lesser-known alternatives for a portion of their retirement assets
  • How to mitigate tax liability in retirement and reduce exposure to market volatility

Complete the form to get the client resource.


Download the White Paper

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© 2022 Partners Advantage - A Gallagher Company


The material is being provided for information purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet the particular needs of clients. Although we may promote and/or recommend the services offered by insurance companies, financial professionals are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/ dealer and registered investment advisor, if applicable, and the insurance carriers they represent. The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice.

Partners Advantage – A Gallagher Company does not provide legal or tax advice, cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws that may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results.

Partners Advantage does not assume any obligation to inform you of any subsequent changes in the tax law or other factors that could affect the information contained herein. Partners Advantage makes no warranties with regard to such information or results obtained by its use. Partners Advantage disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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