**This is an educational training. No insurance or financial products are sold during this session.**

Life insurance is a unique financial instrument that plays a critical role in holistic planning.

When life doesn't go as planned, advisors need more than Plan B — they need Plan P. Better protection is the strategy advisors rely on when it is not a matter of if, but when. It helps safeguard client outcomes, preserve existing plans, and strengthen long-term relationships.

In this 30-minute, advisor-only session, we introduce the L.I.F.E. framework:

Legacy, Income, Final Expenses, and Estate Transfer

We show how leading advisors use greater protection planning to help:

• Protect the retirement plans they have already built
• Uncover planning gaps that lead to deeper solutions
• Strengthen retention and create clients for life
• Stand out in a crowded advisory marketplace

This month, we turn to one of the biggest challenges in modern holistic planning: the inherited IRA dilemma. The rules governing inherited IRAs create complexities for beneficiaries that make thoughtful planning more important than ever.

Saul Hasranah, case design strategist, will explore modern strategies designed to help advisors address the challenges heirs face when inheriting IRAs and highlight planning approaches that can help preserve client intent and outcomes.

You’ll also hear from Steve Archer, chief growth officer, as he shares insights from his own practice journey, including how expanding planning conversations can open the door to deeper client relationships and new opportunities for growth.

You’ll leave with simple, actionable ideas you can apply immediately, regardless of carrier, platform, or FMO.

Life is not simple, but L.I.F.E. can be.

Simple. Actionable. Advisor focused.

The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Group and Sound Income Strategies, LLC are associated entities.