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 firstname.lastname@example.org.
Latest PostsGet Your Customized Graphics and Video to Promote February's Insure Your Love MonthJanuary 2022 Industry Stalwart AIP Marketing Alliance Taps into Integrity’s Omnichannel PlatformJanuary 2022 Updated COVID-19 Insurance Carriers Resources for 2022January 2022
TagsLife_Insurance Bestow American Equity Final Expense Drop Ticket Tickit Lincoln Financial Group Carriers Web Meetings Fidelity Guaranty Life Protective Job Posting Term Life Insurance Myaip Transamerica Wink Nationwide Retirement Planning Annuity Financial Planning Roth Ira Secure Act Long_Term_Care Fixed Annuity Disability_Insurance Nafa North American Culture Ira Regulations Equitrust Webinars Covid19 Fixed Indexed Annuity Holiday Tips Genworth Open Enrollment Aipma Aig Coronavirus Covid 19 Social Media Global Atlantic Myga Taxes Permanent Life Insurance Charity Women Limra Regional Director Legal And General Working From Home Securian Financial Foresters Financial Insurance Fraud Tax Season Medicare_Supplements Senior Health Shop
2041 E. Square Lake Road, Suite 100, Troy, Michigan 48085-3897
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 2021