Blog Search

Asset Elevation: Taking Legacy Outcomes to New Heights

Do you have clients between 60 and 75 years old? Do they own deferred annuities they don’t actually need to meet their retirement goals? Do they want to pass on as much of their wealth as possible to their beneficiaries? Chances are, the answer to all thr…
Do you have clients between 60 and 75 years old? Do they own deferred annuities they don’t actually need to meet their retirement goals? Do they want to pass on as much of their we… https://brokersalliance.com/about-brokers-alliance/news/2021/04/asset-elevation-taking-legacy-outcomes-new-heights/