A hands-on lesson about how the SECURE Act may impact clients, how to determine which clients are likely to be affected and how some clients may be best served by a strategic allocation to life insurance.
A hands-on lesson about how the SECURE Act may impact clients, how to determine which clients are likely to be affected and how some clients may be best served by a strategic allocation to life insurance.
A hands-on lesson about how the SECURE Act may impact clients, how to determine which clients are likely to be affected and how some clients may be best served by a strategic allocation to life insurance.
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With the passage of the SECURE Act 2.0, many savers who are planning to use their qualified plans as part of their estate plan may be better served by a different approach to legacy planning. Some of your clients may actually be best served by a strategic allocation to life insurance rather than a shift to taxable savings.
Planning expert Ryan Mattern and brokerage manager Nick Weiler discuss how the SECURE Act has changed the way that advisors should approach the use of qualified plans when thinking about estate planning. The two will also discuss two specific approaches that advisors can use life insurance as a vehicle to help their clients save for the success of future generations, as well as discuss when traditional approaches to investing may make more sense.
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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