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
February 19, 2021

IRI ANNOUNCES NEW BOARD CHAIR

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today announced that John Kennedy, Senior Vice President, Head of Retirement Solutions…

Read more
February 12, 2021

IRI STATEMENT ON THE U.S. DEPARTMENT OF LABOR’S PROHIBITED TRANSACTION EXEMPTION FOR INVESTMENT ADVICE PROFESSIONALS

WASHINGTON, D.C. –  The U.S. Department of Labor announced today that a new prohibited transaction exemption for providers of investment…

Read more
January 28, 2021

Insight January 2021

This month's IRI Insight issue features timely resources on new product innovations and tips to better connect with your clients...

Read more
Scroll To Top