ADVISOR AUTHORITY - Special Data Book 2016: Investor/Advisor Profiles
Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. Learn how he leveraged Jefferson National’s Stretch Payout Option to give his clients more control over their legacies.
We’re here to answer
your questions Call us 866.667.0564