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E-Mail Subject: National Brokerage Webcast - Using TRA 2010 to Work with (not Against) Asset Managers
 
E-Mail Message: Using TRA 2010 to Work with (not Against) Asset Managers
Recorded On: 4/15/2011
Presenters: Jake Kujala
Level: Advanced
Keywords: Marketing/Product Ideas

Tired of competing with the asset manager for the same client dollars? Please join National Brokerage’s Advanced Sales department on our Elite Partners call to discuss a concept that puts the insurance producer and asset manager on the same side of the table. Learn about a design that provides the trust with a pool of assets AND a death benefit protection for estate tax liabilities.
 
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