Legacy Done Right: Bring Legacy Planning Into the Roth Conversation

A live, 30-minute conversation with David Beas of Cavalier Associates and Tyler Randall of Stonewood Financial

About the Event

A Roth conversion can be a great solution for clients planning to leave IRA assets to their heirs. But the upfront tax bill—and the question of whether they’ll live long enough to make it worthwhile—can stop the discussion before it starts.

Join David Beas and Tyler Randall to explore how life insurance can be the missing piece of a Roth conversion strategy for these clients. This practical, 30-minute virtual event will use a focused Q&A format built around the questions advisors commonly ask.

You’ll learn:

Explore legacy case opportunities involving life insurance premiums in the $30,000 to $40,000 range.

Evaluate Roth conversion strategies in today’s tax environment.

Review prospecting approaches for reaching high-net-worth clients with tax-planning concerns.

Examine strategies to manage taxes and income-related Medicare premium adjustments (IRMAA) during conversions and throughout a client’s lifetime.

Who Should Attend

Financial advisors, insurance agents, and CPAs who work with clients holding IRA assets they do not expect to spend and want to explore how those assets fit into a legacy plan.

Featured Speakers

• David Beas, Life Marketing Consultant, Cavalier Associates

• Tyler Randall, National Sales Director, Stonewood Financial