Life insurance: Helping clients achieve tax avoidance
November 14, 2023 by Susan Rupe
Three-quarters of affluent clients said they haven’t discussed taxes with their financial professional, Rob Petzold, regional vice president with Kansas City Life, told members of an industry association at a recent event.
Petzold and Chris Bor, Kansas City Life regional vice president, discussed ways to help clients achieve tax avoidance during the National Association of Insurance and Financial Advisors Apex East event.
Wink’s Moore on the Market: I don’t know how I feel about this…
I didn’t think that insurance agents were supposed to hold themselves out as tax experts? -sjm