November 7, 2024
Uncovering Sales Opportunities for Clients with RMDs
Learn more about these often-overlooked strategies that can be utilized to assist clients currently taking RMDs and those subject to RMDs in the future.
Required Minimum Distributions (RMDs) can be a saver’s nightmare, forcing them to take withdrawals from retirement accounts and pay taxes on them, even if they don’t need the money! Fortunately, strategies exist to help individuals that are currently taking RMDs, as well as those subject to RMDs in the future, use this money to help leave a legacy they desire.
Join the Advanced Sales Team as we discuss these solutions and how to find opportunities to implement them within your book of business.
Register for the upcoming webinar using the link below.
Uncovering Sales Opportunities with RMDs
Presented by the Advanced Sales Team
Tuesday, November 19
1:00 p.m. ET; 12:00 p.m. CT
For more information related to this topic, be sure to check out the additional resources below.
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
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