August 3, 2023
Client’s With No Employer Plan?
No problem! We have solutions & strategies.
It is common for people to think that if their employer does not offer a 401(k), the only way to save for retirement is to open a saving account with a bank. However, there are other options available, such as IRAs and Roth IRAs, which offer tax advantages and other benefits. It is essential to know all the options available for your clients so that they can make informed decisions about which retirement savings plan is right for them.
Traditional and Roth IRAs are an easy and affordable solution for the middle market.
In addition to tax-deferred growth, people also enjoy:
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Tax-deductible contributions from Traditional IRAs.
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Tax-free withdrawals of interest¹ from Roth IRAs.
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.
- Roth distribution requirements must be met.
