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February 3, 2020

Reach Out to 403(b) Clients this Tax Season

A capital conversion quick-hit sales idea.

Will your 403(b) clients spend refunds or put them to work?

We can help you close their retirement gap, even using something as basic as an in-hand tax refund.


  1. Use TRAK software to show them what their expected retirement gap is.
  2. Then show them how they can stay on track with their long-term retirement goals by moving their tax refund into their 403(b) plan by capital conversion.


Click here for a client flyer that you can leave with your 403(b) clients to get them thinking about achieving their retirement goals and how you can help them through capital conversion and their tax refund.


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