This webinar provided a practical overview of advanced tax and planning strategies agents can use to better serve clients while growing their business. We covered how partial Roth conversions can help manage future tax exposure and why timing and structure matter. We also explored how a fixed index annuity with a 40% accumulation value boost can be used strategically to help offset taxes paid during conversions. We reviewed charitable giving strategies and how FIAs can complement philanthropic goals while preserving long-term retirement planning objectives. Throughout the session, we focused on real-world applications, client conversations, and positioning these solutions in a clear, compliant way. Attendees gained actionable insights on integrating tax efficiency, retirement income planning, and sales strategies to deepen client relationships and create new opportunities.