Changes created by the SECURE Act are creating opportunities to mine your book of business.
Do you have clients that liked being able to skip an RMD this year! How about showing them how to skip a portion of their RMDs until age 85.
Beneficiaries have limited options now, see how you can help clients avoid a lump sum distribution.
Finally, learn about an opportunity for clients who can’t qualify for life insurance that creates a tax-free distribution to beneficiaries.
See how Lincoln Financial is closing business with 3 simple sales ideas!
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