Did you know that any potential gains on your clients’ annuities and IRAs could be taxable income to heirs? And that the full value of the annuities may be included in your clients’ taxable estates, possibly resulting in a diminished inheritance? Help optimize your clients’ idle assets by positioning Indexed Universal Life (IUL) insurance as a possible tax-efficient vehicle for wealth transfer.
Make the most out of Life Insurance Awareness Month! Join our September Life Lessons webinar to learn how your clients may gain comprehensive death benefit protection while utilizing IUL as a legacy-building strategy.
You will learn:
• Wealth transfer opportunities for annuity and IRA clients;
• Identifying the right clients and assets for optimization;
• Actionable IUL steps to help clients boost the assets passed to their heirs.
Date & Time: Wednesday, September 20th at 11:30 AM ET
For financial professional use only – not for use with the general public.
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