Two Sales Ideas from OneAmerica
Do you have clients w/large qualified accounts?
We have a turnkey solution that repositions qualified assets to provide Tax-Free benefits for extended care and wealth transfer. A ROTH Conversion Alternative, also a great solution under the SECURE ACT for inherited IRA’s.
Do you have clients w/large gains in an NQ annuity?
If you have clients age 70-85 w/large gains in an annuity that they do not need for income, the below quick video will give you a great strategy to create tax-free protection.