GET MORE RETIREMENT ACCOUNT BUSINESS WITH THIS STRATEGY

April 29, 2021 at NOON Arizona/Pacific Time

Get Your Clients to Invest More In Their Retirement Accounts!

Learn How To:

Protect Your Clients’ IRAs and Other Retirement Accounts from Their Spouses’ Creditors.

Protect Your Clients’ IRAs and Other Retirement Accounts from Irresponsible Children and Grandchildren.

Prevent Your Clients’ IRAs and Other Retirement Accounts from Being Lost in Their Children’s Divorces, Bankruptcy, or Legal Actions.

Protect the Wishes of Your Clients in Second Marriages.

Yes! I Want to Make More Money with Standalone Retirement Trusts!

If your clients leave liquid assets to financially immature individuals, it can lead to frivolous spending instead of a head-start on education funding and wealth creation. What’s more, inherited tax-advantaged retirement accounts lose their retirement protections, making the funds fair game for creditors.  and Other Retirement Accounts from Being Lost in Their Children’s Divorces, Bankruptcy, or Legal Actions.

A Standalone Retirement Trust (SRT) provides a solution. An SRT is a trust that is created for the sole purpose of serving as the beneficiary of unspent tax-qualified retirement investments, such as an IRA, 401k or similar assets, when your client passes away.

This gives your clients another incentive to put money into retirement accounts! 

SIGN UP FOR A FREE CE WEBINAR (Accepted by CFP Board for 1 CE Hour.)

You’re Signed Up! 

Check Your email for the scheduling links.