The Opportunity With Beneficiaries.
Mike and Brian discuss how to approach beneficiary situations, where both you and the beneficiary benefit from a secure approach to managing the influx of funds.
Listen in and you’ll discover:
- How to manage the transition estate proceeds
- How creating liquidity encourages security
- How to create a pension for beneficiaries
- How annuities can be a great way to secure beneficiaries’ future
- Why the paperwork preparation is critical
Don’t miss our upcoming coaching sessions! Don’t miss the April 19-20th quarterly session… Now is the time to register. Call us at 1-888-556-1379.
Listen to this month’s “One Superb Idea!”