New Marketing Material
Year of the Riders
Promotional Continuation of Benefits (COB) videos and content
Repurpose Inherited IRA Funds
It’s estimated that nearly 45 million U.S. households will transfer $68 trillion of wealth from Individual Retirement Accounts (IRA) over the next 25 years.1
1. https.//www.cnbc.com/2021/07/12/the-great-wea/th-transfer-has-a-big-tax-impact-how-to-reduce-the-bite.html.