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.
“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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