January 8, 2020
Welcome to Tax Season
With the new year comes opportunities for new business. And tax season brings an excellent new business opportunity.
Over the next few weeks we’ll bring to you a few simple and impactful conversations that you can begin with your customers NOW.
To lay the foundation for these conversations, we bring you our new IRA Landing Page. It’s a single location wherein you will find what you need to navigate the Traditional, Roth, SEP and SIMPLE IRA spaces.
Take some time to acquaint yourself with the basics now. And then check back often as new sales ideas will be added regularly.
Guarantees are dependent upon the claims-paying ability of the issuing company.
