November 2, 2020 | 4:00 pm ET

Hosts:

  • Bernie Casey, Annuity Wholesaler, Crump Life Insurance Services
  • Erik Long, Senior National Accounts Manager, Integrity
  • Deborah Miner, JD, CLU, ChFC Advanced Markets, Integrity

As awareness grows in the wake of the SECURE Act, it’s essential to know what has and hasn’t changed, as well as next steps for addressing client needs. Join this month’s presentation to find out how to help your clients:

  • Review IRA beneficiaries and rethink distribution strategies.
  • Consider if it’s time to start spending some qualified dollars on more tax-efficient assets.
  • Get up to speed on a qualified single premium indexed annuity (SPIA) to life insurance case study.

As non-qualified stretch options remain alive and well, clients may want to consider those assets over the lifetimes of their beneficiaries. This presentation can help prepare you to navigate those decisions with your clients.

Join us to learn more. 

1020 SOLC20-9838-A 1121

All guarantees subject to the claims-paying ability of the issuing carrier.
For Insurance Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non-registered products only. Crump operates under the license of Crump Life Insurance Services, Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.  

Copyright © 2020 Crump Life Insurance Services, Inc.