You Have Another Great Reason to Call on Business Owners.
EGTRRA pension plan changes from 2001, that made more than 60 changes to pension plans liberalizing pension plans for small business owners.
PPA 06 (pension Protection Act of 2006) made these changes permanent.
We have developed a Turn-Key system, that will help you get in front of your business-owner clients and help them do two things that matter most:
1. Help them reduce their taxes: in other words, you are selling tax deductions
2. Help them save for their retirement!
CAN YOU THINK OF TWO BETTER REASONS TO SEE YOUR CLIENTS?
It is most important that the small business owner review his or her current pension plan to be sure they are taking advantage of all the features under current law, that benefit them most, and allow them to get the most for their pension dollar deposits.
Whether the small business owner already has a plan, or does not have a plan, the process will be the same. You will approach the small business owner and offer a “Free Look” at what a plan under current laws can do for them. You will fill out a census, submit it to us, and we will recommend an appropriate plan to help maximize benefits to the business owner. You then present this material to your client. You may be able to install a new plan, or take over an existing one … either scenario will be lucrative for you. And the best part, you now have a business owner, and employees, that you can now present other life insurance and annuity concepts to. Remember, you do not need to be an expert in pension plans to present these concepts; we will help you. You just need the will and desire!!
We encourage you to begin by first viewing the Recorded Pension Webinar which will give you an overview of the pension plan market place, and the services we offer. Next, you can view various Marketing Material, which you can use to present pension concepts to your clients. Many can be customized with your personal information.
Recorded Pension Webinar
Please click red link below to view our presentation, so you may have a better understanding of the pension market environment, the services we provide, and the services that you will be able to offer to your small business clients today.
ABS Recorded Pension Webinar (Approx. 30mins)
ABS is making available to you marketing material, that you may use with your clients to help understand various pension concepts and to assist you in the sales process. For our loyal, producing agents, we are able to customize some of these brochures.
Click here for Marketing Materials
Request for Proposal
Here we have two fact-finders to gather information from your business clients. Whether you use the short-version, or the more in depth enhanced questionnaire, the process is the same. Print out the desired questionnaire, fill it out with your business client, and then fax or email the census to us, so we can get back to you with a suitable plan that you can present to your client.