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Would your clients like to pass more income tax-free
wealth to their loved ones? Log on to Annuity Case
Study: IRA Rescue, the latest webinar in our “Train With
the Black Belt Leader” series, to explore how your clients
can leave more.
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This innovative case study demonstrates how clients can use
an income rider to:
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Leave a larger income tax-free death benefit
to beneficiaries.
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Avoid bumping beneficiaries into higher tax brackets.
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Help offset taxes on IRA balances.
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What’s more, similar strategies can be used to better fund
long-term care or charitable donations!
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Annuity Case Study: IRA Rescue
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DATE: Thursday, February 22, 2024
TIME: 10 a.m., Pacific • 1 p.m., Eastern
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HOSTED BY: |
| John Terry |
Special Projects Sales Director,
Legacy Marketing Group® |
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With story-telling skills, insights, tips, tools, and resources,
our own black belt, John Terry, helps Producers
better engage with clients and prospects—and create
conversations that lead to sales.
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Watch replays of past
Black Belt Leader webinars:
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QUESTIONS?
Call the Legacy Marketing Group Sales Team
at 800-395-1053, Ext. 4002.
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| LMG4500v0124 |
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FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS. |
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