“Capital Transfer” spreadsheet presentation Easily Converts IRAs/RMD Cases into Big Life Premiums: Watch Now
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Do you have clients who will simply pass along their IRA Retirement account at death? What if there was an easy way to help them avoid major IRS taxation while letting you convert those qualified accounts into big life premiums?
Now you can easily unlock those IRA cases using our one-page “Capital Transfer” spreadsheet presentation.
This simple, one-page spreadsheet is loaded with eye-opening features:
- EASILY explain this concept to your client
- The spreadsheet quickly gets you a “Yes” (or “no”)
- Eliminates the “I want to think about it” objection
- “Make Selling Large Premiums” easy!