Webinar: What You Need to Know About the SECURE Act
AIP Marketing Alliance is keeping up with the hot topics this summer by hosting a half-hour session with Prudential to talk about what financial professionals need to know about the SECURE Act and some sales ideas to leverage life insurance’s benefits.
This informative event is scheduled for Wednesday, June 23rd, at 2 p.m. EST. Regional Vice President Jason T. Jafferis, MBA, will discuss the impact to life insurance planning, especially with the elimination of the “stretch IRA” impacting retirement planning and beneficiaries. He will discuss some fresh ideas on how to approach life insurance clients with the changes dictated by the SECURE Act of 2019 (H.R. 1994).
During this event, Jason will talk about asset repositioning with life insurance as a viable solution that could generate more income for your clients. He also will share how IRA trusts have become a “Ticking Time Bomb” due to potential future taxes. Jason will finish off the session by comparing retirement planning strategies and how to eliminate the concerns about downside risk.
Pre-registration is required for this event. This presentation is available only to financial professionals. If you have any questions, please contact AIPMA’s Business Development team at (800) 783-5206 Press #2 or 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