The Legacy Optimizer Strategy Webinar

The Legacy Optimizer Strategy Webinar
. Please Note --> This is a Past Event!! .

Date: 3/30/2021
Time: 11:00 AM

122 S Main St Ste 2
122 S Main St Ste 2
Freeland, Michigan 48623

Phone:
989-692-2200

Event Description: Leave a Legacy to your Beneficiaries with Life Insurance ... Are you leaving income on the table? Are you looking for a better option for RMD's that you don't need for income? These IRA's and annuities are getting passed onto children and grandkids which is a wonderful gesture, but are you aware of the potential tax liability you could be leaving for them along with a generous portion of your wealth? By transfer of a small portion of account value yearly to fund tax free benefit to loved ones makes a world of difference. Let's take a closer look at your unique situation.


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