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Rescuing Trillions of Dollars Worth of Retiree Assets from the IRS
Imagine, no more seminars !
- Eliminate expensive, time-consuming, hit or miss seminars
- Eliminate prospecting and wasting time to obtain frustrating, disappointing, results
- Redeploy into annuities a huge share of $16 Billion worth of "dead money"
- Resolve a "too much income" issue common to 10.5 million affluent seniors
- Seniors attract the agent's attention by entering their savings bond data into a website to receive a personalized, color-coded, Savings Bond Performance Report©
- 12.6 million additional Baby Boomers will phase into the same problem over time
- Convert an average of $218,000 of retirement assets into annuities per case
- By moving their retirement assets into annuities, seniors reduce their taxable income exposure to the IRS
- For seniors who "aren't quite ready", a Savings Bond Monthly Statement© is automatically emailed directly to the senior and the Financial Planner/Agent as a reminder
This site is currently undergoing drastic renovations for our new Passive Marketing Process©.
Any questions? Please contact Jack Quinn by email or call 1-800-717-2663.
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