
Who is a Candidate for a Retirement Plan?
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] Let’s face it our clients can always use more planning help. Do you have profitable businesses that are looking for better
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] Let’s face it our clients can always use more planning help. Do you have profitable businesses that are looking for better
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] The time is now. It’s the fourth quarter… As we like to say ‘tis the season and no I don’t mean
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] The end of the year is fast approaching. What are you bringing to your business clients? Do you know that when
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] You may have heard the term Captive Insurance. But many may not know exactly if or how you can benefit from
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] When you get to 65, you have X-benefit… $10,000 a month…the number is irrelevant… You can do the Traditional Plan, provides
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] So life insurance… So many advisors, they’re afraid of it, they don’t understand it. There are so many wonderful benefits and
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] How well do you know your clients? Have you been through every room of their house? Imagine your client’s business is
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] Do you have a plan when you wake up each morning? Do you know what you’re going to do that day?
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] Imagine sitting with your business clients and being able to tell them… Guess what, next year you’re not going have a
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] So we’ve got a lot of different types of qualified plans from the Defined Contribution the 401(k)s and Profit Sharing to