In January of 2020, The SECURE Act went into effect and was called ‘the most sweeping retirement legislation in a long time.’ In addition to encouraging retirement savings for small businesses, the SECURE Act also made some changes to Individual Retirement Accounts (IRAs) that could have a great impact on inherited IRAs. Did you know that life insurance can help clients protect their inheritance from taxes after it’s distributed from an IRA?

Learn how life insurance could help clients maximize their options as a beneficiary by discussing a unique life insurance idea that could help protect their inheritance in this compelling video.