ALLIANZ BLUE NEWSLETTER

Your guide to a successful season

Prepare yourself this tax season

Tax season can be a great time to sit down with your clients to find out if they’re on track to reach their long-term financial goals. Our new Web seminar and tax season tools are designed to help you make these meetings a success by acting as a suitability tool and keeping you up-to-date on the latest tax law changes.

Learn about new tax law changes that may affect your clients in 2010, including:

  • Inflation adjustments for 2010
  • Stealth taxes disappear and estate taxes are repealed
  • Combined contracts – LTC and 1035 exchanges
  • Roth conversions
  • And much more!
  

We’ve made this Web seminar available to view at your convenience. However, this will be available for a limited time only, so don’t delay. Simply click on the presentation below and turn up the volume on your computer.

Your guide to a successful tax season

Presenters:
Margaret Kruse, Jim Johnson
Advanced Markets
Length: 30 minutes

Be sure to check out the other tax season tools that Allianz has available for you to use with your clients.

This email is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America, its affiliated companies, and their representatives do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.

Products are issued by:
Allianz Life Insurance Company of North America
5701 Golden Hills Drive, Minneapolis, MN 55416-1297

www.allianzlife.com

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For agent use only – not for use with the public.
Product and feature availability may vary by state.

EFIX-1545-A (2/2010)