Virtual Wealth & Advisory Forum 2021 – Insured Retirement Strategy – IA Financial

Insured Retirement Planning

Combining participating whole life insurance with specialized lending solutions, the IRP strategy – both personally and corporately – is a smart, safe and strategic way for mid-market and HNW clients to generate superior estate values while generating tax-free income in retirement.

Ross Cook, Sales Director, Large Cases & National Accounts

IA Financial Group