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October 23, 2019

Help Clients Maximize IRA Distributions to Increase their Legacy and Control

Linda Thomas News

With IRA assets topping $9.3 trillion in 2018,1 chances are you have clients that may benefit from enhancing their stretch IRA strategy with life insurance. Our newly updated IRA maximization spotlight page is a resource that can help you explain how repositioning IRA assets inside a life insurance trust may help your clients:

  • Minimize taxes while maximizing their legacy.
  • Control distributions.
  • Transfer assets outside of their estates.

 

Easily Add to Your Client’s AXA Coverage with our Q4 Mission Addition Underwriting Program! Help Protect Seniors

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