This session explores how financial advisors can enhance Roth strategies with insurance products to create powerful legacy plans for clients. Whether you're looking to enhance your estate planning conversations or differentiate your offerings, this course gives you the tools for success.
Maximizing Legacy: Roth Alternatives with Life Insurance
In this course, you’ll learn:
- How to maximize tax-free legacy approaches for your clients
- Why legislative risk is critical to the Roth conversion discussion
- How life insurance can help overcome your client’s “breakeven” concern when converting funds
- The difference between an “account” and a “contract” when it comes to tax-free income in retirement
- How to frame up life insurance as a key component of your client's retirement approach - and overcome objections and misconceptions along the way