Solution: Rates of return in bank accounts are so poor that you can offer higher guaranteed return, tax-deferral, potential tax-free access (if properly set up), and a substantial tax-free increase to your clients’ estate, plus LTC and home health benefits on these same dollars.
Phone or Write Your Clients: “With rates being what they have been over the past few years, many of my clients have been interested in re-positioning assets to gain greater return, avoid taxes on funds they don’t use, and immediately and substantially increasing their estate. By the way, there are also substantial benefits in the case of serious illness or the need for extra assistance, and we can even talk about a 12% immediate bonus. If this opportunity is something that you might wish to talk about I would like to stop by next week.”
Next Step: Call IAMS and ask for a proposal and sample illustration on the Max Wealth Bonus and all of the sales and marketing materials!