This webinar will enable you to provide your clients with tax-efficient legacy planning solutions.

If you have clients with significant gains in non-qualified annuities we will show you how your client’s beneficiaries can access all of the cost basis in the annuity immediately tax-free and continue to spread the taxable gains over future years.

We will also provide fixed no risk tax-free planning solutions for your clients while maintaining access to their cash in-case of an emergency.

Click here to register.