July 7, 2025
Tactical Tuesday | Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
Embrace Family Reunion Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation.
Most family reunions have at least three or four generations attending. *
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 –
Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
Presented by National Life Group Advanced Sales
Tuesday, July 22nd
1:00 p.m. ET; 12:00 p.m. CT
Register in advance for the complete Tactical Tuesdays series.
| August 26 | Control Your IRA Legacy: Addressing “Trust” Issues |
| 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:
*Source: Family Reunion Statistics — GroupTravel.org July 2025
