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.
Latest Posts
Sales Idea: Help Clients Navigate Market Volatility in Retirement with Permanent Life InsuranceJune 2022
Wink Reports First Quarter Annuity, Life Insurance SalesJune 2022
Experiencing FOMO with AIPMA’s LinkedIn Newsletter? Subscribe Today!June 2022
Categories
Tags
Permanent Life Insurance Annuity Drop Ticket Working From Home Myga Carriers Fixed Indexed Annuity Protective Coronavirus Covid 19 Aipma Legal And General Integrity Marketing Group Genworth Myaip Nafa Wink Equitrust Insurance Fraud Roth Ira Fixed Annuity North American Limra Webinars Bestow Web Meetings Social Media American Equity Culture Tickit Final Expense Nationwide Secure Act Securian Financial Tax Season Charity Disability_Insurance Transamerica Senior Health Shop Regulations Holiday Lincoln Financial Group Integrity Job Posting Long_Term_Care Ira Fidelity Guaranty Life Foresters Financial Medicare_Supplements Open Enrollment Aig Global Atlantic Term Life Insurance Tips Women Retirement Planning Regional Director Life_Insurance Covid19 Financial Planning TaxesContact Us
800.783.5206
2041 E. Square Lake Road, Suite 100, Troy, Michigan 48085-3897
About Us
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 2022