What to Expect:

Learn how the Legacy Optimizer Strategy uses life insurance and IRA annuities to preserve assets and pass on a more tax-efficient legacy. We’ll cover:
 
-The 3-bucket approach: Living, Emergency, Legacy
 
-How to repurpose unused IRA annuities
 
-A simple case study to show the strategy in action
 
-Key tax and planning considerations
 
Walk away with smart ways to protect your assets and leave more to your loved ones.

Daniel Lauraine, financial advisor

Meet Your Host: Ty Williams

Ty was born and raised in Milwaukee, Wisconsin, and has had a passion for helping others improve their lives from a young age. This dedication led her to the financial industry in 2013, where she has held various roles, gaining the tenacity, critical thinking skills, and experience needed to create personalized strategies focused on long-term financial security. Ty is a proud mother of two children, with whom she spends most of her free time. Outside of work, her hobbies include traveling, exploring creative arts, and participating in community-based projects

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