Tanner Isaacson, CFP®, ChFC®, CLU® photo

Tanner Isaacson, CFP®, ChFC®, CLU®

Sales Lead
Dallas, TX

Company Description

Tax free income solutions with minimal out of pocket cost! ★ If you’re passionate about a charitable organization, you can donate millions to them, without liquidating any assets ✔ Are you a business owner concerned with recruiting and retaining the best talent, but not so thrilled about the high cost? We can help, minimal cost and an asset and income stream on your books! ✔ Concerned about the future of estate taxes? Let’s eliminate that burden, at little to no out of pocket cost

Products or Services I Sell

  • Finance
  • Financial - Advisor & Planning
  • Financial Services
  • Insurance
  • Insurance - Life

Products or Services I Buy

  • Financial - Retirement Planning
  • Insurance - Broker
  • Investment Management