Boomer Retirement Planning Program
COMPLETE TURN-KEY RETIREMENT/INCOME PLANNING SELLING SYSTEM!
Resource Solutions, the leading provider of marketing solutions for financial advisors, is very proud to add a new PROVEN EFFECTIVE AND TIME-TESTED “PLUG AND PLAY” MARKETING PROGRAM TO OUR ALREADY EXISTING ARRAY OF COMPLETE TURN-KEY MARKETING SOLUTIONS!
All For The Price You Would Normally Pay For Just A Seminar Invitation Offered By Most Of Our Competitors!
In response to an overwhelming amount of requests to provide an effective, comprehensive and current retirement income planning seminar targeting Baby Boomers ages 58-69, our complete turn-key program successfully provides a great marketing opportunity to introduce both you and your firm’s services to new potential new clients…. many times BEFORE they obtain the services of a financial planner.
If you have been searching for a very effective, all-encompassing retirement/income planning seminar selling system, look no further! Our complete turn-key marketing program could be just what you have been looking for to boost your sales!
Complete Turn-Key Program Includes:
- Powerful seminar presentation, “NAVIGATING TODAY’S CHALLENGES IN PLANNING FOR RETIREMENT”.
- Time-tested and proven effective seminar invitations(minimum 6000)
- Seminar Handouts
- Reservation Service (Up to 100 people)
- Social Security Analysis Software (Optional)
Some Topics Covered in Seminar Presentation:
- Social Security/Income Planning
- Income Tax Reduction
- IRAs- Traditional IRA vs Roth IRA
- In-Service Withdrawals
- IRA Rollovers/Potential Tax Consequences
- Stretch IRA
- Pension Replacement …and much more!
Call one of our Marketing Consultants today at (800) 696-8028 for pricing and to find out more about this incredible new marketing opportunity!