My Money Is Going Where?

Presented by Gary Peterson

Do your clients have a plan for their IRA when they pass away?

Do they know the government will be a beneficiary?

Exactly how much money will pass to loved ones?

What if they could:

– Keep their IRA in their care, custody and control;
– Potentially double or triple the value of their legacy;
– Take no additional investment risk?

Learn more about IRA transfer pitfalls in this introduction from one of our leading life insurance carriers and two solutions you can use to help.

Posted in Annuities, Life Insurance, Sales & Marketing and tagged , , , , , .

Leave a Reply