Poor on Paper Client Workshop
Thank you for your interest in promoting the “Poor on Paper” concept. It is designed as an educational workshop to be shared with your customers and prospects. Through this program, your customers and prospects will be introduced to the concept of planning for a tax-free retirement income stream that they cannot outlive. You are able to create this for them, thanks to the products and services made available by the insurance industry. We are excited to release the “Poor on Paper” workshop to you and help you get started.
Testimonials
It has dramatically increased our sales. It addresses people’s concerns in a world of uncertainty. Not only have we increased our sales, but people are putting a specific date and time that they want to get together with us on their questionnaires. Before we would have to chase them to set an appointment.
—Kevin Coffey
For details, please view our Agent Training Tutorial. If you have any questions, contact Mark Triplett at (866) 204-7712 x106.
“Poor on Paper” Client Workshop Materials
To promote this concept, you will need need the following:
- Client Workshop Presentation Password protected, call (866) 204-7712 to view.
- Speaker Slideshow Notes
- Poor on Paper Commercial
- Download our workshop sign-in sheet
Frequently Asked Questions
- Section 590 IRS Code
- Are Distributions Taxable?
- What is a Conversions?
- Converting From Any Traditional IRA Into a Roth IRA
- What is Failed Conversions and Rollovers
- Must You Withdraw or Use Assets?
- How do you re-characterize a Roth conversion?
- What Are Qualified Distributions?
- What Is a Roth IRA?
- Tax Prevention and Reconciliation Act
Additional Handouts
- Facts About Social Security Retirement Benefits
- Family Balance Sheet
- Family Budget Organizer
- Financial Independence at Retirement
- Life Insurance Inventory
- Lifetime Earning Estimator
- Professional Advisor Inventory
- Retirement Account Inventory
- The Price of Delaying Retirement Savings