Episode #162: Strategic IRA Roll Out: Maximize Wealth to Heirs and Charities


Ed Slott is a nationally recognized financial expert who has cemented a career as an IRA and retirement expert. Named "The Best Source for IRA Advice" by The Wall Street Journal and "America's IRA Expert" by Mutual Funds Magazine, Ed is known for his unmatched ability to turn complicated tax strategies into understandable, actionable, and entertaining retirement advice.

Ed will be giving the keynote presentation at the first-ever LifePro University 2020 Virtual Conference! On September 30th, he will show you how to position life insurance to any client who owns a qualified plan as the most critical vehicle they can possess.

With the Secure Act of 2019 all but eliminating the Stretch IRA, permanent life insurance has never been a more relevant and viable financial vehicle. In this episode of Money Script Monday, Sal explains why you need to attend LPU 2020 to hear Ed Slott's message about the importance of owning a permanent life insurance policy.

This post is intended for financial professional use only.

Resources Provided for This Episode

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About Sal Mendoza

Sal Mendoza is the Vice President of Field Support at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.


This information is meant for educational purposes only.

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