New Advanced Marketing Resources

Two new brochures are now available for use: 

  • Inherited IRAs: This guide for financial professionals provides an overview of the changes to inherited IRA withdrawal requirements and outlines options for each type of beneficiary classification. 
  • Inherited Non-qualified Stretch Annuity: This guide is designed to help you understand beneficiary options and introduce you to the benefits of nonqualified stretch annuities and post death 1035 annuity exchanges