August 5, 2025
Tactical Tuesday | Control Your IRA Legacy: Addressing “Trust” Issues
Embrace Family Reunion Month and address how IRA owners can name a trust as beneficiary to preserve and distribute wealth to the next generation.
15% of all family reunions include 5 generations! *
National Life’s Advanced Sales Team invites you and your CPA partners to this month’s Tactical Tuesdays webinar.
Inviting your CPA partners to attend is a great way to enhance existing relationships and to introduce new CPAs to NLG’s CPA Advantage Program. One CPE credit per webinar is awarded to CPAs who register and attend!
Join the experts for –
Control Your IRA Legacy: Addressing “Trust” Issues
Presented by National Life Group Advanced Sales
Tuesday, August 26th
1:00 p.m. ET; 12:00 p.m. CT
Register in advance for the complete Tactical Tuesdays series.
| September 23 | My Generation and Beyond: Leaving a Lasting Legacy |
| October 28 | Give a Little Bit … or A Lot: Charitable Giving Strategies |
| November 18 | Special Planning for Special Families |
| December 16 | Secure the Future of a Business: Buy-Sell Agreements |
All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited.
You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:
The companies of National Life Group and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
*Source: Family Reunion Statistics — GroupTravel.org July 2025
