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BSMG Blog: Protecting the Future of Families and Businesses

[WEBINAR] IRA Wealth Transfer After Tax Reform

Posted by BSMG on 10 Jul 2015

BRAMCO NATIONAL PRODUCER WEBINAR SERIES - Register Now

Joe_Ross

We Invite You To Join Us on Tuesday, July 21, 2015 @ 2PM ET

Join Joe Ross from AIG as he shares how to improve a client's legacy and help distinguish the value you bring as an advisor.

What You'll Learn:

  • What IRA investors typically do and two simple but powerful ideas that can maximize IRA legacy potential
  • How to potentially double, triple or quadruple the value of an IRA legacy to heirs using life insurance
  • Conversation starters to simplify the process and inspire consumers

Hosted by: John Kuk - Director of Strategy & Business Development, BRAMCO Financial Resources

CLICK HERE TO REGISTER

 

International Estate Planning Guide - Key Concepts

Topics: Retirement, Asset Strategies, Estate Planning, IRAs