Speakers: Carly Brooks and Kim Natovitz

Year: 2021

If you think you've heard everything there is to be said about The SECURE Act, THINK AGAIN! Join John Hancock’s Head of Advanced Markets, Caroline Brooks, and AgencyONE 100 advisor, Kim Natovitz, as they discuss opportunities, options, and other great planning ideas around The SECURE Act and Qualified Plans. This presentation will share two planning ideas that focus on the broad and affluent markets along with a client case study to help illustrate how these design plans worked in a "real life" client situation. The ideas presented in this session will resonate with your clients who: • Do not need their RMDs for retirement income • Want to build a legacy for family • Want to protect themselves from risks during the retirement distribution phase • Want to minimize income taxes Speakers: Carly Brooks and Kim Natovitz