Prudential webinar: Understanding Today’s Environment to Build Successful Client Strategies
January 21 @ 3:00 pm - 4:00 pm EST
Join Brandon, Lauren and Donna in a round-table discussion of post-inauguration political factors that will impact 2021 tax policy changes. During this session they will arm you with valuable & actionable strategies for clients, including:
Tax benefits of diversification using life insurance and re-positioning assets.
How can you help clients and their beneficiaries keep more of their hard-earned money?
How can clients significantly increase both their retirement income and death benefit with a Variable Universal Life (VUL) policy?
Legacy Planning with Retirement Assets.
How can clients work around the elimination of the Stretch IRA so the right amount of money is left to their heirs?
What other life insurance strategies can enhance a client’s legacy?