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Accountants get annuities:
As exemplified by recent industry trends, accounting professionals like yourself are realizing the advantages of providing one-stop financial services. But with more and more accountants expanding their services to financial planning comes increased competition and the need for efficient information. With FSD's expertise we can provide this critical information and support, thus giving you the competitive edge.
California law allows CPAs to receive commissions as well.
Below are just a few ways FSD assists the accountants we currently work with.
  • Despite the bullish markets, many of your clients invest in CD's because of their conservative nature. But they often give up competitive yields, tax-deferred growth and penalty-free withdrawals. Not with a guaranteed fixed annuity from one of our AAA rated carriers!
  • You can also help your clients who need current income, desire lower income taxes, and want a safe investment that guarantees 100% return of their investment principal. The split annuity combines an immediate payout annuity for current income and a deferred annuity which rebuilds principal to the original amount. All guaranteed!
  • Clients who pay tax on their Social Security benefits can get a tax break. If their current investments are generating more income than they need right now, they are candidates for a deferred annuity. In addition to deferring income taxes, an annuity lowers the tax your clients have to pay on Social Security benefits. That's because the IRS counts all of their interest income when it calculates how much of the benefits they owe taxes on. Because the income in an annuity is tax deferred, it doesn't count toward that amount.
Join FSD and receive detailed client illustrations, professional sales kits, product training and so much more.
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