Online Advisor Course OutlineThis course is about Positioning, Empowerment and Money In Motion. It was built to train Annuity Producers to become Qualified Plan Distribution Experts! LIMRA Research Briefing #8 (Sept. 2005) supports the need for this training. The history of Retirement Plans in America is where we will begin. THE CONCEPTS YOU WILL MASTER:The Concept and the Market
The Three Easy Steps To Stretch Qualified Money
Choosing the Ideal Custodian for your Client’s IRA
Beneficiaries and the Separate Account Rule
Stretching a Roth IRA
The Non-Qualified Stretch
Estate Tax and the Stretch
The Ultimate 3rd Party Influence
The 2 Step Approach to the Stretch
Objections Overruled
Top 10 Mistakes IRA Owners and Beneficiaries Make
Power Closes and Trial Closes (The Best of the Best)
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