These questions can help you uncover IRA sales opportunities. They are not just relevant to your client’s situation at-hand; they can lead to discussion about a spouse, a friend, a coworker…in short, a referral.
Ask your clients if they…Have maxed out contributions to their employer-sponsored plan, have income below the deductibility limits, and would like to save more?
Have a spouse or family member who does not have access to an employer-sponsored retirement plan?
Are seeking tax-deferral on contributions, a tax deduction and anticipate their income tax bracket at retirement to be lower than their current bracket?
Are seeking tax-free withdrawals in retirement to balance their retirement portfolio?
Have retired or are retiring shortly?
The IRA landing page helps you successfully maneuver this opportunity.
- Which IRA solution – individual or business
- Prospect profiles for each solution
- Step-by-step how to establish an IRA
- And, don’t forget to take advantage of consumer-facing emails and social media posts!
Visit the IRA Landing Page to access the resources below.