February 15, 2024
IRAs Can Provide a Tailored Solution to Meet Your Customers’ Needs
In conjunction with your knowledge and skills, these campaigns will help you convert more leads into customers.
32% of Americans do not have access to a 401(k).1
Your clients are facing many obstacles in life. When it comes to retirement, some employers don’t offer a 401(k) so your clients may be looking for a way to save for retirement. This challenge shouldn’t get in the way of them preparing for retirement!
IRAs can provide a tailored solution to meet customers’ needs with contributions starting as low as $100 a month:
Tax deductible savings plus the benefit of tax deferred growth.
Interest grows tax deferred and may be withdrawn tax free.2
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.
Need IRA basics? Find a consumer-facing email and social media posts featuring this sales idea on our:
- Elmann, B.A (2022, November 11) Do you really need a 401(k) to retire?
- Tax free withdrawals if Roth guidelines are met.
