Qualified Plan Concepts
Show how to use Qualified Plan distributions for maximum benefit
Seven of the most effective uses of 401(k) and IRA distribution
Risk Free 14-Day Trial
PRESENTATION MODULES
Seven of the most effective uses of 401(k) and IRA distribution
Each objective is a “stand-alone presentation." Provide a motivating presentation to leave behind, and keep clients’ attention with compelling graphics and colors- How to take qualified plan distributions
- How to effectively use qualified plan distributions
- Converting to a Roth IRA during life or at death
- Multi-generational planning – stretching your IRA and taxes over many years

You maximized Social Security, now show how to use Qualified Plans effectively.
Your retirement conversations might start with Social Security, but your clients’ qualified plan assets should be the next topic. Required Minimum Distributions can cause more of their Social Security benefits to be taxed, reducing their expected net income. Turn the topic of RMDs into a positive by using this tool to show how you can reduce the impact of RMDs and provide a source of needed premium dollars at the same time!
Advisor Controls Essentials
Bundle$99.95/monthly
Includes Marketing and Planning Resources
Products Included:
- Retirement Plan Simulator
- Life Goals Fact Finder*
- Disability Insurance Lead Gen
*Includes a digital consumer fact finder
Advisor Controls Elite
Bundle$149.95/monthly
Includes Marketing, Managing and Planning Resources
Products Included:
- Retirement Plan Simulator
- Life Goals Fact Finder*
- Disability Insurance Lead Gen
- Social Security Pro
- Social Security Lead Gen
- Qualified Plan Concepts
- Estate Planning Concepts
- Business Succession Concepts
- Cash Flow Decisions*
*Includes a digital consumer fact finder