Agents & Brokers

Agents & Brokers

Do you market retirement plans to small business owners?
Do you have clients who want a larger tax deduction than they are allowed under Internal Revenue Code Section 408 or Internal Revenue Code Section 401(a)?
Do you already market 401(k) plans and are having to split commissions with another firm, or a Third Party Administrator (TPA)?
Is your compensation plan being squeezed to the point where it is no longer profitable to market a new 401(k) plan?
Does your current plan provider only do plain vanilla plans, and Safe Harbor plans, and your clients are wanting larger deductions?
Does your current plan provider forbid the use of life insurance inside a qualified plan, even when the client wants it?
Do your 401(k) clients want guarantees, like a guaranteed return of principal, guaranteed no market volatility, and guaranteed interest accounts?
Do you have clients that want their plan funding to favor the owners and key employees more than a typical cookie cutter 401(k) plan offered by most brokerages?
Are your clients looking for highly discriminatory supplementary retirement plans in addition to their qualified plans?

If you answered yes to any of the aforementioned questions, then we should talk!

Call us today at (800 680-5596!


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