Expanding the Annuity Planning Conversation

Hosts

• Bernie Casey, Business Development Wholesaler, Crump Life Insurance Services
• Erik M. Long, CFP, ChFC, CRPC, Senior National Accounts Manager, Integrity—a member of Western & Southern Financial Partners

Expanding the Annuity Planning Conversation

Join our host, Bernie Casey, Business Development Wholesaler, Crump, and Erik Long, Sr. National Accounts Manager, Integrity, for a discussion focused on “Lifetime and Post-Death Distribution Strategies for Annuities.” We will discuss how advisors can help clients with:

• Tax and distribution planning strategies for non-qualified annuities
• Qualified annuities after the SECURE Act
• Legacy options and multigenerational income strategies
• Wealth transfer with individual retirement accounts (IRAs)
• Crump’s annuity policy review (APR)

Learn why you should conduct policy reviews with your clients and prospects on a regular basis as circumstances can change along the way. Our session will cover some areas that will help you grow and build relationships with strategies that you can use to educate, guide, and assist your clients in the planning process.