Trust & Estates SECURE Act Webinar - January 2021
Lion Street’s VP of Advanced Sales and Design, Michael Fontanini, took part in a recent Trust & Estates SECURE Act webinar. Hear his perspective on what this means for the life insurance industry in this segment from the webinar.
Securities offered through Lion Street Financial, LLC, member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street, Inc., Lion Street Financial, LLC, and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. For complete details, consult with your tax advisor and attorney.