Whether your clients are looking to leave a tax-efficient legacy, effectively transfer qualified assets to heirs, or simply looking for a detailed tax reference guide – Securian Financial offers the tax and timely topic tools to help your clients in a variety of situations.
You can view all of our tools together, or sort to find the ones commonly used along with annuities, life insurance or long-term care.
Contact us for even more tools on a variety of topics.
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The pre-funding retirement taxes strategy uses the cash value from a well-funded life insurance policy to pay taxes on their retirement distributions later in life.
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The tax efficient legacy allows clients to spend down their retirement assets – and use life insurance death benefit to transfer wealth to the next generation.
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This strategy essentially lets your clients pre-pay the taxes on a qualified asset that will pass to their heirs.
See the details
A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.
Download guide
A comprehensive guide for financial professionals to reference when assisting clients with life insurance taxation.
Download guide
Take a look at several of the provisions that could expire at the end of 2025.
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A helpful reference showing Estate & Inheritance Tax rates and exceptions by state.
See the map
Help clients understand the implications of taking a withdrawal prior to age 591/2, and the limited exceptions.
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Take careful consideration when naming beneficiaries to avoid unintended consequences.
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A detailed white paper outlining the tax advantages that may result when the employer pays premium directly to an insurance carrier and the employee owns the LTC contract.
View white paper
A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.
Download guide
A helpful reference showing Estate & Inheritance Tax rates and exceptions by state.
See the map
Help clients understand the implications of taking a withdrawal prior to age 591/2, and the limited exceptions.
View full details
Take careful consideration when naming beneficiaries to avoid unintended consequences.
View white paper
The pre-funding retirement taxes strategy uses the cash value from a well-funded life insurance policy to pay taxes on their retirement distributions later in life.
See the details
The tax efficient legacy allows clients to spend down their retirement assets – and use life insurance death benefit to transfer wealth to the next generation.
See the details
This strategy essentially lets your clients pre-pay the taxes on a qualified asset that will pass to their heirs.
See the details
A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.
Download guide
A comprehensive guide for financial professionals to reference when assisting clients with life insurance taxation.
Download guide
Take a look at several of the provisions that could expire at the end of 2025.
View the details
A detailed white paper outlining the tax advantages that may result when the employer pays premium directly to an insurance carrier and the employee owns the LTC contract.
View white paperWe offer a full ideas & tools library to help keep clients engaged.
View the libraryThis material may contain a general analysis of federal tax issues. It is not intended for, nor can it be used by, any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit a taxpayer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances.
For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.
DOFU 11-2023
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