Webinar: Creating a “Legacy Floor” and the SECURE Act
AIPMA’s Webinar Wednesday series continues Wednesday, May 6th, at 11:00 a.m. EST with a session on “Creating a Legacy Floor and the SECURE Act,” presented by Global Atlantic Financial Group. Space is limited. Reserve your space by clicking here!
Where there is change, there is opportunity. Where there is constant, there is opportunity as well. Join AIP Marketing Alliance for this 15-20-minute spot, which will discuss how creating a “Legacy Floor” can bring peace of mind to clients as well as advisors in fulfilling a plan for the next generation.
Learn how the passing of the SECURE Act and a leading customizable presentation from Global Atlantic also plays into uncovering the resources to create the legacy floor efficiently and allow you to build a multi-generational practice.
You can pre-register for this wholesaler/agent only session by clicking here. We also will leave time to answer questions with our featured speaker from Global Atlantic, Brad Newcomb, Regional Vice President.
If you have any questions, please contact our Business Development team at (800) 783-5206 or email marketing@aipma.com.
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For more than 40 years, AIP Marketing Alliance (AIPMA) serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. Copyright 2023