In this part of your presentation you explain that there is a link between a client’s IRA, 401k and other retirement plans and his or her Social Security benefits.    The decisions made concerning one of these resources will impact the potential income and level of taxation of the other.

Watch the video below to get an idea of how you might deliver this presentation.

Today’s download contains slides 4 – 6 of this 18 slide set. (Each slide contains an example presentation script.) 

Download them now, take a look, and edit it to make them your own.

Coming soon: Retirement Video Blog.
This video and many more that are soon to be released can be added to the new video blog section of your Lead Funnel website. 

SLIDE DOWNLOAD LINK IS AT THE BOTTOM

In this part of your presentation you explain that there is a link between a client’s IRA, 401k and other retirement plans and his or her Social Security benefits.    The decisions made concerning one of these resources will impact the potential income and level of taxation of the other.

Watch the video below to get an idea of how you might deliver this presentation.

Today’s download contains slides 4 – 6 of this 18 slide set. (Each slide contains an example presentation script.) 

Download them now, take a look, and edit it to make them your own.

Watch this video for an example of the type of presentation you can make with this free slide set.

Coming soon: Retirement Video Blog.
This video and many more that are soon to be released can be added to the new video blog section of your Lead Funnel website.

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There is only one way to increase sales.

Get More Prospects In Your Funnel!

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There is only one way to increase sales.

Get More Prospects In Your Funnel!

DO IT WITH A LEAD FUNNEL WEBSITE

Start Prospecting

This document has NOT gone through any form of compliance review. It is your responsibility to get approval from the appropriate entities prior to use with the public.

Download Document

This document has NOT gone through any form of compliance review. It is your responsibility to get approval from the appropriate entities prior to use with the public.

Download Document