Let There Be L.I.F.E.

While at SGOS, we had the opportunity to share several ideas to engage existing clients. These include handling RMDs when not needed for income, the inherited IRA dilemma, and the ongoing challenge of providing long-term care protection for retirement income. These ideas, along with other insights about the current marketplace, really opened some eyes. Take a watch, it may do the same for you. As always, the life division is here to help with education and insight to help you encourage your clients to act.

After watching the video, make sure to click here to read the latest issue of the L.I.F.E. Lessons Newsletter for this month’s guidance and fresh insights.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Group LLC, Sound Income Academy LLC, Sound Income Strategies LLC, and Retirement Income Source LLC, are all associated entities.
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