IRA Management – Maximize Your Client’s Options and Move That Money and Make That Sale
When an employee retires with an intact 401 (k), the funds can be moved to a self directed IRA without tax liability. During the accumulation process at the time the employee is working, the goal is growth. At retirement the goal can be much different such as preservation of capital and the stronger need for safety and security becomes much more important.
The use of an annuity in an IRA can help your client obtain the necessary income, safety and security desired at this stage of their lives. An annuity contract contains a provision called “settlement options” which include a guaranteed table of factors in determining the minimum amount of income that will be paid. I always contact the insurance company to what their current rates are and show the client the range of income possible.
Click here ==> Endless Annuity Lead Flow, to discover a lead generation program that will teach you how to get more annuity leads than you can possibly handle!
No comments:
Post a Comment