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  • Version
  • Downloads 453
  • File Count 2
  • File Type pptx
  • File Size 33.48 MB
  • Published Apr 5, 2022
  • Last Updated Apr 27, 2026
  • Compliance Exp. Apr 21, 2027

The Legacy Optimizer Seminar slides present strategies for using life insurance to enhance legacy planning. Specifically, the slides cover how to optimize retirement assets, like IRAs and annuities, to increase the financial legacy left to beneficiaries while minimizing tax liabilities.

2 files
pptx
Legacy Optimizer Seminar Slides - IAR-RIA
33.48 MB
pptx
Legacy Optimizer Seminar Slides - INS
33.48 MB
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