Maximize Your Clients' Legacy Planning with Qualified Dollars

With the passage of the SECURE Act 2.0, clients who are using qualified plans as part of their estate plan may be better served by a different approach. 

Learn how the new rules are likely to impact your clients, as well as how to best structure a strategic allocation to life insurance.

Group 7941PPTY

In this guide, advisors will learn:

How some provisions of the SECURE Act 2.0 are likely to impact not only your clients, but their beneficiaries

Tips for helping clients who are difficult to insure, but are still interested in including life insurance in their estate plan

Easy ways to segment your client list to determine who may benefit from a new approach to estate planning

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“Embracing technology allows advisors to streamline the buying process, leveling up life insurance capabilities and client satisfaction. Modern Life does it best.”

Jared Levy, CFP, ChFC
Founder & Managing Partner at Brix Partners

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