Episode #162: Strategic IRA Roll Out: Maximize Wealth to Heirs and Charities By Sal Mendoza | September 21, 2020 Money Script Monday, Sales & Marketing Share with a colleague Register Now for LPU 2020 Virtual Conference 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 Video Transcription Whiteboard Image Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now! Have any questions? Give us a call at 888-LIFEPRO or email us at email@example.com. Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away! About Sal MendozaSal 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.