EXCLUSIVE DMI WEBINAR

3 LEGACY MOVES.
1 PLAYBOOK.

LIVE WEDNESDAY | JUNE 10 | NOON ET | 60MIN

BEHIND THE STRATEGY 

The Vehicle: Registered Index-Linked Annuities (RILAs). 
Higher upside potential than a traditional FIA. Measured downside protection. More growth runway for legacy assets — without the full exposure of direct market. 

The Carrier: MassMutual Ascend. 
Backed by the strength of MassMutual. Industry-leading RILA contracts. The standard other carriers measure against. 

STRETCH IT. PASS IT. PROTECT IT. 

Every client over 60 with qualified money, an annuity, or a trust is sitting on one of these conversations right now. The webinar gives you the language to run all three.  

01 STRETCH Inherited & NQ Stretch  

The post-SECURE Act rulebook — out-in-10, “least as rapidly” waiver, EDB exceptions, and the NQ stretch most advisors don’t know is still on the table. When inherited annuities make tax sense — and when they don’t.  

02 PASS Wealth Transfer In Kind  

How to move assets to the next generation without triggering tax, liquidating positions, or losing the contract’s growth runway. The pass-in-kind play most advisors leave on the table at the worst possible moment.  

03 PROTECT Control Through Trust  

Why irrevocable trusts hit the 37% bracket above ~$15,650 — and how to design around the compression. When a Look-Through Trust earns its complexity, and when it just costs the family money. 

Featured PresenterS

NICK REILLY
Regional Vice President — B/D and RIA Channel | MassMutual Ascend

With fifteen years of experience in the financial services industry, Nick has shown great success in fee-based annuity sales. His knowledge of the products makes him an excellent resource for advisors looking for new ways to diversify their clients’ portfolios. 

Prior to joining MassMutual Ascend, Nick worked at both Jackson National and Lincoln as an external wholesaler in the Pacific Northwest. He holds Series 6, 7, 26, 63 and life and health licenses. 

Nick is a Colorado native and a proud alumnus of Colorado State University. He lives in Highlands Ranch with his dog Tala. In his off time, he enjoys sports, hiking, camping and spending time with family. 

CORY ADAMSON
Vice President – Annuity Sales | DMI

Cory Adamson isn’t here to push product. He’s here to engineer opportunity. A former agent and 11 time MDRT-level producer, he now partners with independent advisors to turn deals into momentum—and momentum into legacy. 

Claim Your Seat!

Don’t miss your chance to use RILAs to solve Legacy demands.

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What You'll Learn

  • A clean roadmap for which post-SECURE Act rule applies to which beneficiary — and the “least as rapidly” waiver most advisors miss
  • How to spot the five Eligible Designated Beneficiary scenarios on a beneficiary form
  • How to position pass-in-kind so heirs don’t liquidate good positions in a bad year
  • The two questions that surface the legacy gap with clients already sitting in your office