The cornerstone of an effective retirement plan, IRAs present a year-long opportunity. This program helps you engage clients when IRAs are top of mind.
Client Profile Sheet for Retirement
Use this worksheet to gather critical information about a client's retirement plan and assets to identify rollover and asset consolidation opportunities.
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Traditional and Roth IRA Client Brochure
Use this brochure to educate your clients about the features and benefits of Traditional and Roth IRAs.
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Rollover IRA Client Brochure
Use this brochure to help clients understand the benefits of consolidating retirement assets into a Rollover IRA.
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Sample Client Letters
Use these three sample letters for client mailings in conjunction with an accompanying brochure or mailing insert.
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Rollover IRA Mailing Insert
Firms can request to include this insert in client statements to promote the benefits of IRA rollovers.
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Mutual Fund Only Mailing Insert
Firms can request to include this insert in client statements to promote the cost-efficient Mutual Fund Only option for IRAs.
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Client Talking Points
Use these tips and techniques to prepare for client meetings and identify retirement planning and IRA opportunities.
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Fact Sheets for Advisors
Learn how these accounts and the related stretch IRA strategy can benefit your clients.
