Register for a Discussion with Pacific Life: Inherited IRAs – Rules and Client Conversations

Join Pacific Life for a discussion around how to address 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 presentation will introduce and explain the rules around inherited IRAs, as well as addressing common client and beneficiary questions. Click here to register.

TC133295(0523)1

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Register for a Discussion with Pacific Life: Inherited IRAs – Rules and Client Conversations

Previous PostA Message from SVP of Business Development and Sales, John Keenan:

Next PostRegister to Join the ESI Leadership Field Update: Q2 2023