ALLIANZ BLUE NEWSLETTER 

Help your clients review their financial situation during tax season

Provide them with the best resources of all – your time and information.

When you can help your clients feel a little more comfortable with their financial situation, you:

  • Strengthen your relationship with them.
  • Help keep them on track for their long term financial goals.

In addition there are new operational forms for IRA Excess Contribution Removal, SEP Excess Contribution Removal, Roth IRA Conversion, and Roth Recharacterization.

This reference guide for financial professionals includes key figures and tax law changes for 2010.

2010 Tax Summary
(152KB PDF)

This Tax Review Kit was created to help review the foundation for client's long-term financial strategy. The kit includes Form 1040 overlays to help identify areas clients can discuss with their tax professional to potentially reduce their tax bill.

Tax Review Kit
(576KB PDF)

Prospecting email (available as PDF only)
(425KB PDF)

Prospecting letter (available as PDF only)
(49KB PDF)

Order your free tax review marketing materials, and help your clients review their financial situation during tax season and throughout 2010. Call 800.950.7372 for the Fixed Sales Desk (FASTeam).

  

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

CONFIDENTIALITY NOTICE: The information in this email may be confidential and may be legally privileged. It is intended only for the use of the individual(s) named above. If you are the intended recipient, be aware that your use of any confidential or personal information may be restricted by state and federal privacy laws. If you, the reader of this message, are not the intended recipient, you are hereby notified that you should not further disseminate, distribute, or forward this email. If you have received this email in error, please notify the sender and delete the message. Thank you.

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

EFIX-1545-B (2/2010)