MoneyTrax has developed another vital tool built upon the concept: "If what you thought to be true, turned out not to be true, when would you want to know?" This time the focus is on Qualified Plans, and eliminating those misconceptions which are common to many of the clients that you encounter.
Many people transfer their money into 401k, IRA, SEP, or SIMPLE retirement accounts thinking that they are saving taxes. This short DVD takes a closer look at these beliefs, and creates an opportunity for you to provide what is perhaps a better alternative.
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This video will help your clients to discover more on how qualified plans work, and what they need to know to make them work in the most efficient manner. They will also gain valuable insights, and answers to the following questions:
- What are the two things Qualified Plans do that you need to know?
- What do future tax rates have to do with Qualified Plans?
- What are the rules for accessing the money held in Qualified Plans?
- What penalties are associated with Qualified Plan withdrawals?
- What will the IRS fail to ask me when I take the money out?
It is absolutely critical for your clients to undertand that Qualified Plans do more than just defer taxes, and this DVD does that for you!
The "Qualified Plans" Prospecting DVD comes in packs of 10 for only $110 (+ shipping.) Add this powerful tool to your practice, and watch as it creates strongly motivated, informed prospects for you.
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