1) Letter of the Week: Product-Financial
Planning-Spring's Warmer Weather
"Spring's
warmer weather and blossoming trees have long
inspired people to clean out the old and make
room for the new. What better time, then, to
help clean up your financial affairs ..."
Click
here
to download the letter.
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2) Other Letters Posted
Cayton-Education-Administration
of an Estate
"Some
may view being named as the executor of a will,
successor trustee, or estate administrator an
honor. Others may see this for what it can be:
plenty of work, and more than a little personal
liability, with little reward.
"The basic task of estate administration
is to validly dispose of the property of the
decedent according to their wishes, or in the
absence of expressed directions, according to
State laws."
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3) 7
Ways to Win Large IRA Rollovers from Other Less-Informed
Advisors
...
even if the Clients are happy with their current
advisors!
Bill Good Marketing®
is extremely pleased to bring you Ed Slott in
a free conference call: 7
Ways to Win Large IRA Rollovers from Other Less-Informed
Advisors.
| Ed
is the best-selling author of The Retirement
Savings Time Bomb . . . and How to Defuse
It.
Part of my job is to introduce
you to people you need to know.
We have a piece of the retirement puzzle.
Through our "Pre-Retirement Drip Campaign"
we help you identify rollover opportunities
and stay in front of them until the time
is right.
|
|
Ed
has a different piece of the puzzle. Once you
have found them and stayed in front of them,
you better have the expertise to correctly handle
the rollover.
Here's
what Ed says:
Advisors
who understand cutting-edge IRA Distribution
Strategies will own the IRA Rollover market,
have the greatest influence with owners of
large IRAs and win business that other less-informed
advisors lose.
Here's what you will learn in this free
60-minute teleconference:
1.
How to use NUA (Net Unrealized Appreciation)
strategies to net you large new accounts immediately.
Most advisors either miss this or mess this
up.
2.
How to use the IRA beneficiary form to generate
new business and referrals.
3.
The 3 key points about the IRA custodial document
that will make Prospects nervous about continuing
to do business with their current advisor ...
because their advisor never mentioned these
items to them.
4.
How to turn Required Minimum Distributions into
new business every year.
5.
Learn what most advisors don't know about rollovers
and how to bring those rollovers to you.
6.
Bring in the IRA beneficiaries as your new Clients
by exposing inherited IRA mistakes that advisors
make routinely. Advisors are still doing this
wrong, and that is great news for you!
7.
Impress your new beneficiary Clients (and their
CPAs) with big tax breaks that even the best
CPAs don't know about.
Choose from either
of these dates and times:
March
28 at 12 Noon ET, or April 5 at 4 PM ET
Register
now for this complimentary teleconference
from Ed Slott, the man that the Wall Street
Journal® says is the best source
for IRA advice.
Very
Important: If you decide to attend Ed's
2-day conference, make sure you tell the people
at American
College you were referred by Bill Good. You
will receive a $300 discount.
Click
here to download the PDF brochure for more
information about Ed's 2-Day conference.
Ed
Slott's website is at www.irahelp.com
4) Tip of the Week
Many
of you enjoy the option of modifying the
letters we have in our Letters Library®
or even creating your own letters to send
to your Clients and Prospects.
So how do you do it? The New or Revised
Message Checklist, which is found in your
Document Browser under Scripts/Checklists,
can be used to help you modify or even
create those letters in your Gorilla®
database.
The
checklist will walk you through each step
of revising or creating new letters to
ensure that the letters are created correctly
in the database.
Click
here to download the current checklist
now.
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Have a great week!
Sincerely,
Bill
|
