Join Underwriters Brokerage Service and John Hancock in this 30-minute webinar discussing key planning opportunities you can use to assist clients NOW!
These include “IRA Max, Tax Diversity, Retirement Backstop and Personal Key Person” and will provide you with ideas you can use to reach out to clients immediately.
Your Underwriters Brokerage Service team is here to assist with all your concept and case design questions.
When: Tuesday June 30 at 10am EST