|
|
Life Markets |
The legacy your clients leave can be a result of something they do today.
|
|
|
How is legacy defined? There are two definitions:
- Money or property left to a person by someone who has died
- Something that is a result of events in the past
Life insurance can combine these two legacy definitions and make sure your client’s plan is complete. But if leaving an IRA was part of the plan, the SECURE Act changed the ability of some beneficiaries to stretch the money in the account over their lifetime.
If your client’s legacy plan involved a “stretch IRA”, it’s a good idea to do a beneficiary review and see how they might be affected by the SECURE Act.
|
|
|
|
Please add LifeMarketing@e1.aig.com to your address book or safe list to ensure our email reaches your inbox.
Policies issued by American General Life Insurance Company (AGL), Houston, TX except in New York, where issued by The United States Life Insurance Company in the City of New York (US Life). Issuing companies AGL and US Life are responsible for financial obligations of insurance products and are members of American International Group, Inc. (AIG). Guarantees are backed by the claims-paying ability of the issuing insurance company. Products may not be available in all states and product features may vary by state.
FOR FINANCIAL PROFESSIONAL USE ONLY-NOT FOR PUBLIC DISTRIBUTION
American General Life |
Privacy
American General Life Insurance Company
2929 Allen Parkway, Houston, TX 77019, United States
AGLC200373-LB © 2020 AIG. All Rights Reserved.
|
|
|
|
|
|