Tax_Overlay_Form

TO RECEIVE YOUR TAX TEMPLATE
FILL OUT THE FORM NOW

Then, please check your email where you will receive the template.

The template you receive can help you discover opportunities to reduce or eliminate unnecessary taxation of your income and nest egg. This FREE TEMPLATE empowers you to potentially turn your tax return into a tool. Our TAX TEMPLATE overlays your 1040 to show you what to look for on your tax return and signal you need to take action NOW to strengthen your financial health. Some of our clients have:

Reduced their income taxes, especially taxes on their Social Security benefits
Increased the average return on their retirement next egg by eliminating unnecessary taxation
Taken control of their taxes and protection portfolio with tax exempt, tax free, and tax deferred vehicles
Secured life insurance and long term care insurance with tax-friendly accounts

Once completed, a representative will contact you to help you walk through using your 1040 TAX TEMPLATE. Utilize the knowledge and tools of the professionals!

This tax form is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Underwriters Marketing Service and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. By filling out this form, you will be contacted by a financial professional. Not affiliated with any government or government agency.