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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