Skip to content
October 2021  |  Issue 11
IRI-Insight-Hero
This month’s issue of IRI Insight features timely resources on the important role of the financial advisor in guiding clients through the process of legacy planning. Effectively leading your client through this process requires meaningful conversation, asking the right questions with sensitivity, and including dependents and spouses when appropriate. Creating a sound legacy plan with your client cannot only deepen your relationship with them but with their loved ones. Learn from this curated selection of articles and webinars created to give you the latest “insight” on how to grow and maintain your business.
Advocacy  |  Research  |  Education  |  Conferences  |  News  |  JOIN
Caregiving needs and preferences have become an increasingly important topic of conversation over the past year. Dr. Ken Dychtwald – CEO and Founder of Age Wave – discusses the growing gap between health spans and life spans and what you and your loved ones should be discussing.
Presented by Lincoln Financial Group
The Value of Helping Minority Clients with End-of-Life Planning

Estate planning conversations with minority clients may require special consideration of social and cultural factors. Our white paper can help you enhance your appeal to this growing sector of clients.
Presented by Nationwide
Athene_DigitalAd_650x170_2044808.png
You don’t have to be an attorney to help clients with estate planning. This white paper explains the many aspects of legacy planning, including how a financial professional can help to increase an estate’s tax efficiency.
Presented by Nationwide
How to Bring Your Client’s Family Into Legacy Planning

Learn practical strategies to include family members in legacy planning conversations. Presented by Brighthouse Financial

2110_BDRM1141404_-_IRI_Banner_Ad_2045185.jpg
 
Stay Informed

Latest News

See All News
September 30, 2022

IRI ELECTS NEW BOARD CHAIR, VICE CHAIR

WASHINGTON, D.C. — The Insured Retirement Institute (IRI) announced changes to its board of directors today, including a new chair…

Read more
September 29, 2022

IRI CONGRATULATES LISA GOMEZ ON CONFIRMATION AS ASSISTANT SECRETARY OF LABOR

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued the following statement following the Senate’s confirmation of Lisa Gomez as…

Read more
August 4, 2022

STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE PASSING OF REP. JACKIE WALORSKI

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) and its members are deeply saddened at the news of the tragic…

Read more
Scroll To Top