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When:
October 22, 2020 @ 12:00 pm – 1:00 pm
2020-10-22T12:00:00-04:00
2020-10-22T13:00:00-04:00
LIFT – Leaving a Tax Efficient Legacy
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, why not use those required distributions to fund a life insurance policy — and create a tax-efficient legacy for their loved ones?