Looking for More Opportunities to Sell Flexible Premium Annuities in the Retirement Market? Talk with your clients about their needs *in addition to* their employer plan.
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Looking for More Opportunities to Sell Flexible Premium Annuities in the Retirement Market?
Talk with your clients about their needs (in addition to) their employer plan.
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?
