Question: All of this stuff that you mentioned in the last article has got me wondering if you have resources available that can help answer design strategies and/or tax questions. What do you have?
Answer: Depending upon the nature of your question, we have many resources for you. Here is a list of some.
If you have some abstract tax questions, advanced sales concerns, or something complex in plan design, please start by contacting either my internal Justin Fox or me. Our contact information is in this link.
Of course, you can go straight to our Advanced Sales guru Dave Gresham, JD, CLU, ChFC at (317) 285-1714 or via email at David.Gresham@OneAmerica.com