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.