The Distribution Continuum

When
Thursday, February 20, 2020
8:00 AM - 10:30 AM
Location
NAIFA RI, 2400 Post Road, Warwick, RI 02886
Registered
25 registrants

Registration

Member
Non-Member – $25.00

Registration is closed

UNDERSTANDING DISTRIBUTIONS

2 hours of RI and MA insurance credit , 2 hours CFP® and CPA

When taking distributions from tax-deferred accounts, careful planning can be important. Study how actuarial value can affect RMDs in qualified accounts. Review the rules for distributions from non-qualified and qualified contracts, including annuitization, RMDs and payout options. Learn about Pre-Determined Beneficiary Payout Options, and how some clients might benefit from this flexibility.

PRESENTED BY

Course will be taught by

Michael Bitton, CFP®, RICP®, CLU®, MSFS
Retirement Strategies Group Consultant Retirement
Solutions Division, Pacific Life Insurance Company

Michael Bitton is a Retirement Strategies Group Consultant with Pacific Life Insurance Company. Michael brings over 20 years of industry experience to his role, including experience in retirement income planning, financial planning, estate planning and advanced sales concepts. Prior to joining Pacific Life, Michael worked at Metlife Investors (now Brighthouse Financial) most recently, as Director of the Advanced Sales Center, in which he led a very dynamic sales team. Prior to his director role, Michael also held the titles of Advances Sales Consultant and Internal Sales Associate.

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977

Email: hello@naifari.org

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