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When:
January 29, 2020 @ 10:00 am – 11:00 am
2020-01-29T10:00:00-05:00
2020-01-29T11:00:00-05:00
AXA will discuss:
1. An overview of the SECURE Act of 2019.
2. How it affects your clients.
3. How you can use this new act to help position life insurance as a wealth transfer vehicle.
1. An overview of the SECURE Act of 2019.
2. How it affects your clients.
3. How you can use this new act to help position life insurance as a wealth transfer vehicle.
You’ll learn about:
1. Enhanced tax credits for businesses to start new tax-qualified plans and join Multiple Employer Plans (MEPs).
2. The new age for Required Minimum Distributions (RMDs).
3. The impact of the new 10 Year Rule on beneficiaries.
4. How to use life insurance as a planning tool for multigenerational clients.
Sign up for one of these sessions today!
Wednesday, January 29, 2020, 10-11 a.m. ET
Friday, January 31, 2020, 3-4 p.m. ET