Become a Retirement Account Expert
Help your clients build a retirement plan that works as hard as they do. Let BlackRock assist as you put your clients in the right plan. Use our tools to help your existing clients plan for the next phase of life and become a retirement expert to attract new clientele.
As an advisor it is important to ensure your clients' needs are met. Clients' rely on you to make sure their assets will pass according to plan. Discuss with your clients the plan for their assets and their beneficiary choices.
Many advisors use beneficiary meetings not only to ensure their clients and beneficiaries are comfortable with the plan, but also as a time to gain client referrals. By asking your clients and their beneficiaries to refer you to friends and family who can use your retirement and legacy planning expertise.
Sign in now to access BlackRock's recommendations for legacy planning and to find out when it's best to use a stretch IRA strategy.