Home » Lincoln Financial » Leverage Idle Assets to Increase Legacies

You may have clients approaching age 70 concerned that taking required minimum distributions will increase their tax exposure. They may not need the extra income and want to minimize their tax risk.

A strategy featuring life insurance can help them reduce their tax exposure and create wealth for the next generation. Clients may want to consider different strategies for utilizing surplus income from IRA distributions.

 Your clients can leverage idle assets to protect and increase their legacies with life insurance.

 You can strengthen and build your practice by earning the trust of their heirs.

Read this case study to learn about the strategy.

Source: Lincoln Financial Group “2015 M.O.O.D. Of America Survey,” July 2015.

Generate interest with these client planning tools

Show your clients how the strategy works

Protecting Wealth for the Next Generation Case Study
Order code:
LIF-RMD-FLI001

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Give them this case study

WPE — IRA Max Case Study Lincoln SVULONE
Order code:
LFD-WPMA-BRC001

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Lincoln knows life. Rely on us for solutions to help your clients protect and build wealth. For more information, contact:

877-533-0114

Source: Lincoln Financial Group

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