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This presentation includes a discussion of various assets, including life insurance, in a qualified plan. The information provided is meant to be informational and should not be considered legal opinions on specific facts or as a substitute for legal counsel. Please speak with your tax and/or legal counsel for advice specific to your situation. RTB Financial Group & Insurance Services LLC, and it's affiliates, webinars, videos, and related podcasts are provided for general information purposes only and do not constitute accounting, legal, tax, or other professional advice. Visitors/ Participants should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer, or other professional.  


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