Welcome Everyone
My name is Cory Chapman and I want to show you how to leave a legacy to your beneficiaries with life insurance.
This free webinar is for people who are focused on building their retirement assets and want more information on how to manage what they've saved for retirement.
What We Will Cover Today:
- The tax implications of passing IRAs and annuities to your children and grandchildren
- How our families lose out when we pass assets the wrong way
- How to potentially eliminate your heirs' tax liability from assets you pass on
- How to increase what you pass on without negatively impacting your heirs
Disclosure
Investment advisory services are provided through EFC Wealth Management Firm, LLC, a registered investment adviser. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076 and EFC Wealth Group, Inc., CA Ins. #0B92957.