The Protected IRA Plus Program is a comprehensive approach to protecting you and your client’s financial security, which is at stake in light of the SECURE Act. Through PIPP, you can help your clients more than ever before and make this situation a win-win for everyone. If you’re serving qualifying clients and want to get the most out of your book, the program is a must.
Requirements / Qualifiers
- You have clients over the age of 60
- Your clients have 500 thousand dollars or more in an IRA, 401k, 403(b), 457, SEPP, Simple, or any other tax-qualified retirement plan
- You want to protect your clients’ assets while protecting the posterity of your book