August 31, 2023
401(K) For Retirement Income
401(k) . . . It might not be locked away.
An opportunity for a 401(k)-retirement vehicle to turn into a plan that delivers retirement income is when someone changes jobs, and their retirement savings can be rolled into an IRA.
Did you know:
Some money may be accessible while they are still working? Yes, you read that right! The in-service distribution option is a little-known benefit of 401(k) plans. This allows them to roll over a portion of their current 401(k) balance to an IRA. This is a benefit where the amount could grow over time because your most promising prospects are tenured employees.
While not all plans allow this, your opportunity is limitless once you find one that does. This is a great way to reward loyalty in an employee and create a sense of mutual appreciation. Additionally, it can build a sense of trust and commitment among the employees and the company. This benefit can also be a powerful motivator for employees to stay with the company.
The moment you are confident that you are prepared to have these conversations with your prospects, we want to help by providing you with a revolutionary personalized marketing campaign strategy.
Sounds too good to be true?
It’s not!
Our team of marketing experts have created campaigns that seamlessly tailor uniquely to you and your business. With these campaigns, you will be able to attract and convert more leads into customers, and this, coupled with your knowledge and personal skills, will enable you to create loyal customers for life.
Access these Campaigns anytime on the Agent Portal, Marketing, Sales Concepts.
