Life after the SECURE Act of 2019

Join Equitable Advanced Markets team on January 29th or January 31st.

We’ll discuss:

1. An overview of the SECURE Act of 2019.
2. How it affects your clients.
3. How you can use this new act to help position life insurance as a wealth transfer vehicle.

You’ll learn about:

1. Enhanced tax credits for businesses to start new tax-qualified plans and join Multiple Employer Plans (MEPs).
2. The new age for Required Minimum Distributions (RMDs).
3. The impact of the new 10 Year Rule on beneficiaries.
4. How to use life insurance as a planning tool for multi generational clients.

Sign up for one of these sessions today!

Wednesday, January 29, 2020 | 10:00-11:00am ET – Register Now
Friday, January 31, 2020 | 3:00-4:00pm ET – Register Now