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Tax Planning | Wealth Management

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In this fastchat we discuss the following questions with Lauren Drapeau, National Sales Director of Annuity Advisory Solutions, with Protective Life:

  • Why is tax planning such an important part of an advisor’s value proposition?
  • What role to products like variable annuities play in broadening an advisor’s capabilities for tax and retirement planning?
  • What has changed in today’s markets and available products to make variable annuities worth another look for advisors?
  • How can providers use their knowledge of a broad array of products, including variable annuities, to differentiate themselves from their competition?


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