Some individuals might be better suited by a new approach in light of the passage of the SECURE Act 2.0
Some individuals might be better suited by a new approach in light of the passage of the SECURE Act 2.0
Some individuals might be better suited by a new approach in light of the passage of the SECURE Act 2.0
With the passage of the SECURE Act 2.0, clients who are using qualified plans as part of their estate plan may be better served by a different approach.
Learn how the new rules are likely to impact your clients, as well as how to best structure a strategic allocation to life insurance.
All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.
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