YOUR COMPLETE GUIDE TO
THE LUMP SUM MARKET
Unlock
the door to one of today’s most lucrative markets. The Broyles-Leadem
Institute gives you the key.
IRA
rollovers are projected to be the #1 source of new assets for financial
professionals in the coming decade. Capturing IRA Rollovers arms you
with the resources you need to claim your share of this booming market.
The
knowledge you need to help clients at a critical time:
| • |
Options
for receiving benefits from employer-sponsored plans |
| • |
What can, and cannot, be rolled over to an IRA |
| • |
How early retirees can take penalty-free withdrawals before age
59 1/2 |
| • |
Tax consequences of keeping a distribution |
| • |
What a client needs to know when a distribution includes employer
securities |
| • |
And more… |
Plus…
a systematic, proven marketing plan to build your business:
| • |
Identify
and locate prime prospects and make effective contact |
| • |
Successfully
prospect human resources managers |
| • |
Answer
the tough questions clients and prospects ask |
| • |
Create
and present a winning proposal |
| • |
Present
a simple, powerful seminar to generate more business |
Capturing
IRA Rollovers
is packed with “real-world” ideas, tools, and techniques practiced
by top financial professionals who have successfully pursued the lump
sum market, often with dramatic results. What has worked for them can
now work for you!
For
more information, download our "Capturing
IRA Rollovers" brochure.
PLEASE
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To
order today, call Top Producer at (800) 486-6002 or
email us!
