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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