Inherited IRAs: Rules and Client Conversations
Presented by Pacific Life and ESI
Watch the Recorded Webinar Here
This webinar addresses the various questions that may come up when someone inherits an IRA. As a financial professional, providing information regarding the available options to a beneficiary helps them and helps you. Beneficiaries of a now-deceased client may, in turn, be looking for investment help including, but perhaps not limited to, the account about which he or she is calling. One way to showcase your skills is by helping him or her navigate these complex rules. This recording will introduce and explain the rules around inherited IRAs, as well as address common client and beneficiary questions.
TC134077(0623)1
Advisory Solutions
Recorded Webinar – Inherited IRAs: Rules and Client Conversations
Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.
Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.
The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.
ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.
Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.
Third party articles are for information only and have not been reviewed or approved for use with consumers
For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.
Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.
The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.
ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.
Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.
Third party articles are for information only and have not been reviewed or approved for use with consumers
For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information
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