Help Clients Keep More Of Their Retirement Savings

Many clients could face a taxation “double whammy” over the next two years. Fortunately, Securian Financial has a solution.

Our tax efficient legacy strategy can help show clients how to spend down their retirement assets they don’t need — and use life insurance death benefits to transfer wealth to the next generation.

See our advanced marketing legislative update to see how it works, access resources, and see how to be a hero with your clients.