August 29, 2024
If Your Dream Is to Leave Your Retirement Accounts as Part of Your Legacy…
It could be a nightmare if you don’t plan well.
While retirement accounts can be a great asset for accumulation and distribution of retirement income, they may not be the best asset to pass to your non-spouse beneficiaries.
For more on this topic –
Join us in our upcoming webinar where we will discuss potential estate planning obstacles for individuals with qualified plans and identify strategies to help them overcome these challenges and secure a more tax-efficient legacy for their heirs.
Estate Planning – Retirement Benefits
Presented by: Advanced Sales Team
Thursday, September 12
1:00 p.m. ET; 12:00 p.m. CT
Resources for information, marketing and sales tools on these topics.
You have direct access to Advanced Sales for case consultation and point-of-sale support.
Need Help?
Contact us at 1-800-906-3310, option 1.
On the Agent Portal, look for this icon under Tools on the right sidebar.
