Tax Planning Strategies with Integrity Life

Hosts

• Bernie Casey, Annuity Wholesaler, Crump Life Insurance Services
• Erik Long, National Accounts Manager, Integrity Life Insurance Company
• Deborah Miner, J.D., CLU, ChFC, RICP, Assistant Vice President of Advanced Markets for W&S Financial Group Distributors

Tax Planning Strategies with Integrity Life

Join the Crump Annuity Solution Center as Bernie Casey, Crump External Annuity Wholesaler, welcomes Erik Long, CFP®, CRPC®,  Sr. National Accounts Manager with Integrity Life Insurance Company, and Deborah Miner, J.D., CLU, ChFC, RICP, Assistant Vice President of Advanced Markets for W&S Financial Group Distributors, for an informative and educational discussion with Integrity’s Advanced Markets.

This special presentation will review five tax-planning insights for better client conversations:

• Roth IRAs – Income Taxes on Sale
• Qualified Charitable Distributions (QCDs) – Even More Popular Now
• Nonqualified Stretch Opportunities – Protect a Legacy
• RMDs – Pay to Delay
• RMDs – Fix and Forget

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