31 Jul 2018
Posted by Scott White 
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Do you have clients in your book of business who:
- Would like to create a tax efficient lifetime income stream?
- Utilize a joint lifetime payout for someone other than a spouse – business partners or siblings?
- Complain about the taxes associated with their trust ownership?
- Plan on passing non-qualified assets to a beneficiary, but don’t want a tax time bomb?
If so, then don’t miss our next webinar on Managing Retirement Income Risks through Annuity Solutions with Lincoln Financial as we delve into these issues and show you how to overcome them.
Wednesday, August 1st
10.00 AM – 10.30 AM PDT
