By helping boomers evaluate a full range of benefit options, you can increase their retirement income while building stronger long-term client relationships.
Are you involved in setting new goals for the next year? If so, here is a three-part goal you may want to consider for reaching out broadly to business prospects in your market.
For financial professionals who wish to prospect in the retirement plan market, the most valuable public data source is a Form 5500 that the U.S. Department of Labor requires plans to file annually.
Before retirement plan provisions of the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) took effect, the choice between money purchase and profit-sharing plans was fairly clear.