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Use these resources to channel customer concerns into appointments
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBB). This sweeping legislation is already raising questions among agents and clients alike.
To help you navigate those conversations with confidence, Securian Financial has created a collection of thoughtfully designed resources. These materials provide clear explanations, address client concerns, and help you transform curiosity into meaningful conversations, office visits, and new opportunities.
- One Big Beautiful Bill commentary — Get a high-level overview of changes brought by the new legislation
- Financial Professional flyer — Highlights of the significant tax aspects of the OBBB
- Sales opportunities — 10 potential sales opportunities provided by this new legislation
- Consumer flyer — Share this flyer to start meaningful conversations about what the new legislation means for clients.
- Client email series — Share these ready-to-send emails to spark client conversations and encourage appointments
Securian Financial Advanced Sales Team
Interested in providing greater value to your clients? We’re here to help. Contact our advanced sales team today.
Take me thereThis information may contain a general discussion of the relevant federal tax laws. 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 9-2025
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