Jan. 25, 2018
Don’t transfer your clients’ wealth to the government – or worse, another advisor.
When you’re looking at investment options for your clients, you might be intrigued by variable annuity features like tax-deferred growth, tax-qualified transfers, and the ability to rebalance and reallocate funds.
However, if those investments become a legacy instrument (which they often do), they tend to fall short. The next generation winds up losing a chunk of their inheritance to taxes, which means you’ll likely wind up losing them as potential clients.
Enter the Legacy VA. With comparable or lower fees, this exclusive life insurance solution can be structured to provide similar returns to variable annuities, while also providing tax advantages.
If you currently sell variable annuities, or if you’ve avoided VAs because you think the expenses outweigh the benefits, then this is the webinar for you. We’ll explore:
- Why clients typically purchase VAs and what can happen to those funds
- The situations where a life insurance product may be more ideal than an annuity
- How you can maintain your assets under management and make an excellent first impression with your next generation of clients
Don’t miss out on your chance to see how this solution works and how it can help your business.
About the Speakers
Tim Ash is known as a visionary in the financial services community. He is an industry leader who envisions a future where insurance is easy, affordable and an essential part of a sound financial plan. As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. He has built a culture where people not only believe in what they do, but more importantly, they understand the reason behind their efforts.
Sam Rocke leads the Ash Life Audit, Life Marketing and Advanced Markets teams at Ash Brokerage. He's driven to provide the best possible results for each individual, family or business as he assists objective evaluations of new or existing coverage.