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New Parents

Importance of proper planning after receiving an inheritance [Video]

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Loren Merkle explains implications of an inheritance on your retirement strategy and how proper managing could help avoid unnecessary tax payments | PAID CONTENT

PAID CONTENT | You just received an inheritance…Now What?  Loren Merkle discusses some of the things to look out for after receiving an inheritance and how to avoid unnecessary tax implications.  Also, it is important to figure out where the money is coming from and how to best adjust for the influx of that type if income. Learn about a special online workshop being offered called Visualizing Your Retirement Lifestyle. Loren will talk about the importance of putting together a retirement lifestyle plan and how to use your lifestyle plan to drive many of our other retirement decisions, from income and investment planning to building a legacy. Go to  www.MerklePlan.com for details and upcoming workshops in your area!

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New Parents

The Importance of Diversification [Video]

Join Matt & Jason to explore the importance of diversification of assets, with an overview of the solutions that EquiTrust Life Company offers, to create a solid base for your client. We will also discuss the importance of Roth IRA conversions in a rising tax environment.Don't miss your chance to ramp up your sales in 2021 with these fantastic uncapped strategies and cutting edge sales ideas!

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New Parents

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