One of the biggest challenges you face is having fresh ideas to bring to your client base and talking product rather than concepts may prevent you from presenting the right product fit for your clients.
IRA’s have grown to represent the largest segment of the $12.9 trillion retirement market, and currently 41 percent – or 46.8 million US households have IRA money available, according to an Investment Company Institute research study entitled “More American Should realize Advantages of IRAs”.
That being said, we feel the “IRA Planning – Beyond the Basics” concept for transferring wealth will lead the way in tomorrow’s market place. Your request will put you ahead of the pack. Here is your kit: