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INCREASING THE TRANSFER RATE USING LIFE INSURANCE

January 20, 2022 @ 2:00 pm - 2:10 pm

Join us as we discuss the SECURE Act and how it impacts the IRA stretch provision:

*  What has changed for beneficiaries?
*  How can you maximize the transfer?
*  Identifying potential client prospects and where to start.
*  Lincoln resources to help facilitate the conversation.