Feb 8: How do you avoid the transfer/rollover land mines? How do you maximize recharacterization advantages? If your target goal this year is to improve your client relationships and cultivate higher-income prospects, then register for the upcoming IRA Inc. webinar and learn more about …
![]()
Consumer Internet Seminar:
Retirement: Does Life Insurance Have a Place?
Feb 16: Many retirees can use life insurance but most cringe at its mention. Life Insurance is an estate saver that passes tax-free money to the next generation. Long-term care insurance is avoided because of “use it or lose it” but linked-benefit life coverage can offer LTC protection plus a death benefit. Life Insurance trusts can offer tax efficient ways to address many situations: passing forward a family property; tax-free cash to pay a decreased partner’s spouse; continued support for heirs living, education or special needs. This FREE short teleconference targets your clients & prospects to tell them why life …