Insiders: Use Beneficiary Forms to Capture IRA Rollovers to Annuities and Managed Money

David Royer
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David F. Royer will share techniques that will empower you to use Beneficiary Forms and risk to capture IRA/401k Rollovers.

You will learn:

  • How to Reduce Risk and use Beneficiary Forms to Capture large IRA and 401k Rollovers.
  • Why most Beneficiary Forms don’t get the job done!
  • If the S&P 500 outperformed 3% during the last 16 years.

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