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Check Out These Useful Tax Reference Guides!

With W-2 forms shipped out last month, you might want to get an early start on preparing your taxes – and positioning your future retirement planning.

Happily, a few of AIP Marketing Alliance’s contracted carriers have developed some Tax Reference Guides that are available for you.

You can download the following “tax reference guides” in Adobe Acrobat PDF format by clicking on the links below.

If you have any questions, you can contact AIPMA’s Business Development team at (800) 783-5206 Press #2 or email

Disclaimer: The information contained in these documents is not intended as tax or legal advice. The carriers have prepared them solely for educational purposes, and the content is not a solicitation for any product or financial instrument.

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For more than 40 years, AIP Marketing Alliance (AIPMA), an Integrity Company, serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. NOT AFFILIATED WITH OR ENDORSED BY THE GOVERNMENT OR THE MEDICARE PROGRAM. Copyright 2024