Your clients’ 1040s summarize a plethora of valuable information that’s critical to unearthing their protection needs. Set up meetings with your clients specifically to review this important document. Then start the conversation, line-by-line.
The 1040 is your roadmap to uncovering their life insurance needs, including protecting loved ones and their businesses, supplementing their retirement plans, and leaving a legacy to heirs and/or their favorite charities.
On the 2014 1040 form to follow, hover your cursor on each highlighted area for conversation starters that will help you to uncover the needs and opportunities that may have otherwise gone unnoticed. Through a 1040 review, you can find out if your clients have life insurance needs to solve for:
Clients should seek the guidance of their tax and legal professionals before making any decisions. Life insurance is issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY and/or NJ), and Pruco Life Insurance Company of New Jersey (in NY and/or NJ). All are Prudential Financial companies located in Newark, NJ.
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