January 10, 2021
Your Clients May Be Looking for Alternative Ways to Save for Retirement
Reach out to them today using our new IRA consumer marketing materials.
Your clients are facing many obstacles in life. When it comes to retirement, some employers don’t offer a 401(k), or your clients may be looking for a way to supplement their current retirement savings. These challenges shouldn’t get in the way of them preparing for retirement!
There are two kinds of IRAs that could work for them while being a powerful tool for their long-term financial goals:
- Traditional IRA: Allows your client to seek tax-deferral on contributions and a tax deduction.
- Roth IRA: Ideal if they’re seeking tax-free withdrawals in retirement.
Find a NEW consumer-facing email and social media posts featuring this sales idea on our:
