Why is Tax Diversification so Important?
Show clients how taxes can impact their overall portfolio, both now and in the future. Learn how a simple 10-minute discussion can help your clients understand the importance of balancing assets and being tax diversified—which will lead to new business opportunities for you.
- Presented by: Jordan Teel, MBA, CLTC, Regional Sales Vice President
- Date: May 22, 2014
- Time: 10:00am Pacific
- Registration is NOT required for this call
- Dial-in Information:
- Phone Number: 888-661-7091
- Participant Code: 4045121
- Please see the invitation from MetLife for additional details