Do You Have Clients with Inherited IRAs? Now You can Assist with Helpful Resources.
Let your clients know that you can assist with their Inherited and Stretch IRA needs by providing the new Inherited/Stretch IRA brochure.
Learn the Rules
Before engaging in any Inherited or Stretch IRA business, be sure to read “Inherited/Stretch IRA Guide” for detailed information. This piece may be shared with your clients.
For annuity information or illustrations contact Beau Blouin with 3 Mark Annuity Marketing at 281-269-2371 or by email at beau.blouin@3mark.com.
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