SUPERCHARGE YOUR BUSINESS
AS YOU HELP CLIENTS SUPERCHARGE THEIR IRAS!
You’ve
helped your clients build up their IRAs – but that’s not the
end of the story. As your clients reach age 70, you want to help them:
| • |
Take
advantage of the new IRS regulations on required distributions |
| • |
Take
advantage of key estate planning strategies for their IRAs |
| • |
Keep
their IRAs “alive” for their loved ones |
How?
The answers are all here in IRA Strategic Planning.
Benefits to you
| • |
Increase
your income |
| • |
Protect
your book |
| • |
Bring
more IRAs under your management |
| • |
Earn
more referrals |
| • |
Add
value to client relationships |
| • |
Work
with the next generation |
| • |
Work
with and earn referrals from CPAs |
| • |
Help
avoid potentially costly mistakes and liability! |
What you’ll learn
| • |
New
IRS regulations on required IRA distributions |
| • |
Key
considerations in choosing IRA beneficiaries |
| • |
IRA
estate planning considerations for high-net-worth clients: multiple
beneficiaries, splitting IRAs, trusts as beneficiaries, estate taxes,
and more |
What’s included
| • |
Complete
CD-ROM presentations on technical issues and developing a marketing
plan |
| • |
In-depth
Playbook and Reference Guide |
| • |
Specially
crafted marketing materials to help build your business |
| • |
And
more! |
One-of-a-kind!
Clients
need help. If you don’t provide it, your competitors will. IRA
Strategic Planning is an industry first and provides everything you
need! Don’t be satisfied with just getting by. Give yourself the
green light to succeed in the growing IRA marketplace!
For
more information, download our IRA Strategic
Planning brochure.
PLEASE
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For
more information call Top Producer at (800) 486-6002 or
email us!
