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The SECURE Act and its impact on wealth transfer

June 22, 2021 @ 12:00 PM - 1:00 PM

 

 

 

 

Discover how Sagicor’s portfolio of IUL’s can provide tax-beneficial SECURE Act solutions and uncover new opportunities to help your clients protect their legacy assets.

Join us for Part 5 of Sagicor’s 5-Part IUL Training Webinar Series – SECURE Act Solutions
• Learn about the SECURE Act and how it can impact your clients with qualified accounts
• Client conversation starters about tax and legacy planning
• Case studies showing how Sagicor’s IUL portfolio can complement a client’s financial portfolio, including tax-efficient wealth transfer and chronic illness planning

 

REGISTER NOW

Details

Date:
June 22, 2021
Time:
12:00 PM - 1:00 PM
Event Category:
Website:
https://register.gotowebinar.com/register/6899058747341387792

Organizer

Sagicor
Website:
https://www.sagicorlifeusa.com/

Venue

Webinar
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