In Part 1, David Szeremet, Vice President of Advanced Planning at Ohio National, discussed how the SECURE Act eliminated the stretch IRA. In this episode, he shares insight on how to review previous planning on trust strategies to make sure clients are best positioned in this new tax environment, and provides four questions to ask your clients to get started. David also identifies what he calls “3 potential gold mines” with life insurance planning brought about by the elimination of the stretch IRA.