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E-Mail Subject: National Brokerage Webcast - IRA and Pension Maximization
E-Mail Message: IRA and Pension Maximization
Recorded On: 9/23/2015
Presenters: Lindsay Macias
Level: Overview
Keywords: Marketing/Product Ideas

Help Your Clients Protect their Loved Ones during Retirement

With these different life insurance strategies, National Brokerage will show you tax advantage ways for a client to transfer wealth, preserve the value of an IRA, and get the most income out of a pension without jeopardizing a client’s spouse. We will show you the best way for a soon-to-retire client to protect their future and their families.

  • Make the most of pensions
  • Take full advantage of IRAs
  • Shield loved ones for the future
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