In Episode 3 of L.I.F.E. Lessons: When Life Drives the Plan, Dan is joined by special guests, Saul Hasranah, case design strategist, and Steve Archer, our chief growth officer, as they discuss modern case design strategies for inherited IRAs and how to better guide beneficiaries through complex decisions.

Let there be more L.I.F.E: We’re proud to introduce the L.I.F.E. Lessons Newsletter, where you’ll find guidance and fresh insights for driven professionals seeking to develop their life insurance business. Click here to read the latest issue.