On this B.R.E.W., E4IS welcomes Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial. Craig will be covering some key concepts that many successful advisors are currently using to uncover sales opportunities within their existing client base in today’s challenging environment. We’ll walk through case design ideas and some valuable tools that can help you integrate these ideas with your client conversations:
1. Keeping it in the family: Beneficiary planning opportunities
2. RMD Review: Ideas to minimize RMDs
3. Roth IRA Planning: Conversion opportunities
Documents
Roth Conversion FAQ
Roth Conversion Form
LFD-SAAG
Everyone Benefits
DC Roth
Beneficiary Review (Client Flyer)