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Do your clients have a tax efficient legacy?

October 22, 2020 @ 11:00 AM - 12:00 PM

 

 

Qualified plans are a good way to accumulate money for retirement — but not so efficient for transferring a legacy to the next generation. If your clients don’t need the money for retirement, why not help them create a tax-efficient legacy for their loved ones?
Join Securian Financial and Advanced Sales Counsel Natalia Keene to learn more about this market, target customers and create a new sales presentation

 

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Details

Date:
October 22, 2020
Time:
11:00 AM - 12:00 PM
Event Category:
Website:
https://securian.zoom.us/webinar/register/WN_3oZGBQCiT7SIoVm7rlVrgQ

Organizer

Securian
Website:
https://www.securian.com/sites/securian/

Venue

Webinar
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