New tax legislation effective January 1, 2017

How it affects you and your clients

This is where you’ll find updates, tips and support about what’s changing, what’s staying the same and where you can find opportunities for your clients when it comes to the new tax legislation.

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2017 tax changes affecting life insurance

As 2017 approaches and you meet with clients, it’s important to consider the impact these tax changes will have for those interested in permanent life insurance.

If you have any questions regarding the new tax legislation, please contact your ivari Sales Director.

Brokerage deadlines for new business and current tax rules › NEW
WFG deadlines for new business and current tax rules › NEW

Overview of 2017 tax changes affecting personal life insurance ›
Overview of 2017 tax changes affecting personal life insurance (Print version) ↓
Overview of 2017 tax changes affecting corporately owned life insurance (Print version) ↓

Client email templates ›
Frequently asked questions ›

Grandfathering and the new tax legislation ›
Grandfathering and the new tax legislation (Print version) ↓ ›