If You Have Not Made $100,000
from the Pension Protection Act
You have not read the fine print!

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Small Business Retirement Market is Hot! - Employers with 1 to 50 employee have income and retirement needs. EGTRRA and other pension reforms contains over 70 provisions for to construct owner friendly employee benefits. If ERISA based solutions do not fit a situation, then switch the sale to an ILIPP (Indexed Life Insurance Private Pension) or a GEAR (Tax Deductible Estate Plan)


Tax Free Retirement - ILIPP (Indexed Life Insurance Private Pension) is a way for your clients can retire on never taxed dollars, but they must make the election NOW! Presentations for individuals, business owners and financial advisors. This is a hot concept that will sell itself. All you have to do is talk about it. Short Teaser Version


Power Web / Qualified Plans - Power Web provides ready to use web pages that can be attached to or linked from your web site. These page were specially designed to support Qualified Plan sales and prospecting. Click Here to view a sample.


Executive LIRO - Retirement income from qualified plans face three threats that can slash spendable income by as much as 70%. LIRO (Life Insurance Retirement Optimizer) boosts retirement income by using the financial leverage of indexed UL Coming Soon)


Our Image Building System! - You commit to us, we'll commit to you. This program is aimed at building your 'Professional Image' and increasing referrals from centers of influence.

 

 

 

 

 




The Pension Act Pitch - A quick presentation that highlights your qualified plan expertise and services. A natural lead in to an LIPP (Indexed Life Insurance Private Pension), if qualified plans are not a viable option or there is a need to supplement the ERISA benefits. We can private label this presentation for use on your laptop or web site.

Click a Topic to View the Material

Presentation - Bus Gift
The Money is in the Rollover
Our Qualified Plan Selling System
Press Release - Qualified Plans
Small Business Pension Market - Article
Press Release - RIA - (Coming Soon)
Press Release - Flex Plan - (Coming Soon)
Pre-Approach Letter - Centers of Influence
Pre-Approach Letter - Prospects
Talking Points
Why We Use a Group Annuity
Group Annuity - ANICO
Group Annuity - Lincoln Financial
Group Annuity - ING
Sales Manual - ANICO
Sales Manual - Lafayette Life
New Comparability - 83% to Owner
New Comparability Explained
DASH - Teaser
Super Flex - Medical Case
Super Flex Plan Explained
Spousal Deduction - Tax Tag Team
One Person 401k - Teaser
Roll-In Your IRA
EGTRRA / PPA 2006 Highlights
About Plan Loans (coming soon)
ProNvest
ProNvest - Brochure
ProNvest - Trifold
404c & Plan Liability - (Coming Soon)
IRS Compensation & Benefit Limits
Profit Sharing Plans - Lafayette Life
401k Explained - Lafayette Life
Qualified Plans Comparison Grid
Life Insurance in a 401k
Life Insurance Supplementing a 401k
Historical Returns - ANICO GA
Historical Returns - Lincoln Financial GA
Historical Returns - ING MAP GA
ANICO - Small Business Plans Brochure
Triple Threat to 401k's
What Data to Collect
Our Universal Census Form
Power Web - 401K & Small Business Mrkt
Fee Schedule - ANICO
Fee Schedule - Lafayette Life
CPA Tutorials
412i - Maximize Your Deductions