This course provides an overview on estate and life insurance planning with IRAs. Students explore using life insurance as a planning solution to replace the stretch IRA, how to plan for estate tax uncertainty, and the application of IRA strategies to increase insurance and annuity sales.
Pair text with an image to focus on your chosen product, collection, or blog post. Add details on availability, style, or even provide a review.
Pair text with an image to focus on your chosen product, collection, or blog post. Add details on availability, style, or even provide a review.
Pair text with an image to focus on your chosen product, collection, or blog post. Add details on availability, style, or even provide a review.