3 Key Factors That Convert IRA Rollover Prospects into Clients!
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David F. Royer will discuss how to help your prospects understand why getting a second opinion from you can save them thousands in IRS Penalties, prevent Rapid Taxation, and reduce excessive fees and loads.
You will learn…
- Proper RMD Planning that can Save Your Clients a Fortune
- How to show your Prospects the Real Horsepower of IRA Distribution Planning
- How to Close IRA Rollover Prospects using Their Beneficiary Forms
By the year 2018, the IRA Rollover Market will increase to $515 billion, which means $24 TRILLION in Retirement Assets will have to be closed by Americans!