Webinar Registration

Life Insurance Planning after the SECURE Act

Thursday, June 11, 2020 at 12:00 PM ET

EVP of Financial Planning

Scott Bishop, CPA/PFS, CFP®

STA Wealth Management

While the SECURE Act eliminated the Stretch IRA, it created a very real opportunity for life insurance, especially for clients with large balance IRAs that are an important part of their estate plans.

Join Scott Bishop, a member of Ed Slott’s Master Elite IRA Advisor Group^SM,to learn why he recommends that life insurance should move to the top of the list as an estate and tax planning vehicle. Scott will also outline which trusts may still be effective post-SECURE ACT and which ones will not be.

This is a can't miss webinar for any financial planner who counsels clients on tax planning and wealth transfer strategies.

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