Axa

Reviewing your client's most recent tax return can be an effective way to identify his or her financial protection needs - needs that AXA Equitable may help fulfill. The information in this email offers you background on items to look for when examining a tax return, as well as general information on the planning options. AXA Equitable offers a wide range of additional materials in many of these planning areas.

1040 Overlay Resources:

1040 Guide Book for 2011 Returns
• Overlays for the 1040 and Schedule A
Sample Case Data
Brainshark Presentation: Using Client Tax Returns to Discover Their Planning Needs

• Implementation Checklists:

– For Use with CPA's and other Tax Professionals
– For Use with Client's and Prospects
– For Use by Agencies in Marketing to Producers

• Sample Letters:

– For contacting Centers of Influence
– For your Tax Professionals to contact Younger Clients
– For your Tax Professionals to contact Clients Nearing Retirement

Case Study - Help CPAs Uncover Estate Planning Opportunities Using 1040 Overlay
• "Insurance News Net" article, "You Don't Get Referrals from CPA's, You Earn Them"
• Client Concept Piece on Dialing Your Tax Bracket.
• A special Resource Guide that ties specific sales concepts and related AXA Equitable marketing materials into lines of the 1040 itself.
• Special Disclosure for CPAs to obtain client consent to share their tax information.

The Tactics:

• Make appointments to sit down with your clients to discuss their recent tax returns.
• The Guide Book is a primer on the key areas you will want to discuss with your clients.
• The overlays, placed on their own 1040 and Schedule A, will help highlight areas for discussion with your clients.

The Value:

• Conversations with clients about planning issues that have remained hidden or ignored.
• Opportunities to collaborate with CPA's and Tax Professionals on client planning needs.
• Introductions to new prospects for your planning services and products.

Prospects:

• All Ages
• All Income Levels
• All Stages of Life
• Those with all forms of income: W-2 Income, Dividends, Interest, IRA and Pension Distributions, Social Security and all forms of Business Income.

Contact Your Internal Sales Associate today and ask for a copy of the updated "1040 Overlay Kit."

Life Insurance products are issued by AXA Equitable Life Insurance Company and are co-distributed by AXA Network, LLC and AXA Distributors, LLC.

AXA Equitable, AXA Network, LLC and AXA Distributors, LLC do not provide legal or tax advice. Clients should consult their own Advisors on these matters.

IU67406 (2/12)

For Financial Professional use Only. Not for distribution to the Public.


 

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