Generational Wealth Planning with Life Insurance: Strategies to Build and Preserve a Legacy

Join us for an exclusive webinar where financial advisors will gain actionable insights into generational wealth planning from top industry experts. Moderated by Adam DeMarco, with guest speakers Rick Blaser (NY Life) and Steve Zimmerman (North American).

We’ll explore three powerful strategies that help clients preserve and transfer wealth efficiently across generations:

1. The Balanced Approach to Life Insurance – Discover how a well-designed life insurance strategy can provide both income potential and enhanced protection, creating a more resilient financial plan for clients.
2. Solving the Challenge of the Stretch IRA – Learn how changes from SECURE Act 2.0 impact inherited IRAs and discover innovative solutions using life insurance to minimize tax burdens and maximize wealth transfer.
3. The Gift of a Lifetime – See how whole life insurance can be a powerful tool for building financial security for children and grandchildren, offering guaranteed growth, tax advantages, and flexible wealth utilization.

Don’t miss this opportunity to elevate your expertise and help your clients build lasting legacies. Now Available on Demand >>>