Are you a financial advisor or insurance agent that is active in the retirement plan market, or do you have clients that need more income tax deductions?
Ask yourself these questions:
- Do you market retirement plans to small business owners?
- Do you have clients who want a larger tax deduction than they are allowed under Internal Revenue Code Section 401(a), Section 401(k), and Section 408?
- Do you already market fully insured pensions and are having to split commissions with a Third Party Administrator (TPA)?
- If you already market fully insured pensions, are you concerned that the products you have been using have pushed the envelope too far and you have reason to believe your client may be subject to excessive audits and possibly penalties?
If you answered yes to any of the aforementioned questions, then we should talk!