Team Member, Consultant & Tax Strategist
When you partner with First Annuity & Insurance Marketing, Inc., you gain access to a tax strategist who can bring new sales opportunities and also help limit the impact taxes may have on your clients’ retirement.
More than just a CPA. CPAs know tax and tax law. Mark is a retirement planning expert with extensive knowledge and experience in taxes. There’s a difference. A big difference.
Mark helps producers gain sales advantage using taxes. He also helps producers maximize their clients’ income, while paying the least amount of tax possible in their retirement distribution phase.
SCOPE OF ASSISTANCE:
- One-on-one coaching
- Individual client consulting
- 1040 before and after
- Proprietary tax programs
- Business support
Help your clients make prudent financial decisions by understanding the impact taxes can have.Mark Courtney