Listen to the second episode of the Legacy Marketing Group® podcast series “Tune In to Sales,” and learn how the often-overlooked concept of NQ Stretch provides a tax-efficient way for clients to leave a financial legacy to the younger generation.
TUNE IN TO DISCOVER HOW TO:
- Tactfully approach the subject of legacy planning with clients.
- Stretch your reach to the next generation and, in the process, gain new clients.
- Capitalize on the coming $90 trillion generational
wealth transfer.* - Be known as the expert in the room!
* “ As $90 Trillion ‘Great Wealth Transfer’ Approaches, Just 1 in 4 Americans Expect to Leave an Inheritance,” Northwestern Mutual press release, PR Newswire, August 6, 2024.
SPECIAL GUEST:
Kim Humbert VP Business Development, W&S Financial Group Distributors
Kim’s focus is partnering with independent marketers and organizations to provide holistic solutions that address clients’ needs and goals regarding principal protection, financial confidence, and retirement certainty.
Refer to the product brochure for details on the product referenced.
JourneyMark is issued by Integrity Life Insurance Company, Cincinnati, OH, which operates in DC and all states except NY. Product and feature availability, as well as benefit provisions, vary by state. See your financial professional for details and limitations. For use with Modified Single Premium Deferred Annuity Contract With Indexed Interest Options and Market Value Adjustment Feature series ICC20 INT-17 2004, ICC20 IR.39 GLWB 2004, ICC20 IR.40 ELG 2004, ICC20 IR.41 AB 2004, ICC20 IR.42 2004 WWC, ICC20 IE.47 SI-OY-PTP 2004, ICC20 IE.46 SI-MY-PTP 2004, ICC20 IE.48 SI-MY-HWM 2004.
W&S Financial Group Distributors, Inc. (doing business as W&S Financial Insurance Services in CA) is an affiliated life insurance agency of the issuer. Both companies are members of Western & Southern Financial Group. JourneyMark products are designed and exclusively marketed by Legacy Marketing Group®, an independent agency. JourneyMark is a registered service mark of Legacy Marketing Group. Issuer has sole financial responsibility for its products. Payment of benefits under this annuity contract is the obligation of, and is guaranteed by, the insurance company issuing the annuity. Guarantees are based on the claims-paying ability of the insurance company. Products are backed by the full financial strength of Integrity.
An annuity is a long-term financial vehicle designed for retirement. An insurance company accepts premiums and provides future income or a lump-sum amount to the contract owner by contractual agreement.
Earnings and pre-tax payments are subject to ordinary income tax at withdrawal. Withdrawals may be subject to charges. Withdrawals of taxable amounts from an annuity are subject to ordinary income tax, and, if taken before age 59½, may be subject to a 10% IRS penalty. Neither Western & Southern member companies, nor their agents, offer tax advice. For specific tax information, consult your attorney or tax advisor. Interest rates are declared by the insurance company at annual effective rates, taking into account daily compounding of interest. Product and feature availability, as well as benefit provisions, vary by state. See your financial professional for product details and limitations.
No bank guarantee. • Not a deposit. • May lose value. • Not FDIC/NCUA insured. • Not insured by any federal government agency.
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