There are three opportunities for new seminar content. I have secured more information on the progress of the 401(k) exit. The FMOs are getting on board. I believe this will be the next Social Security approach. The ISAR (In Service Alternate Rollover) continues to gain momentum. ISAR allows an employee who is participating in a 401(k) plan to roll out the money to an IRA without a qualifying event. It is new and it works. I have created a seminar mailer that will target a much younger audience. Demographics will be 50-60, which is much different than a typical retiree target.
The second mailer addresses crisis planning for Medicaid qualification. I have secured a resource that processes medicaid applications. They will work with an attorney to create the documents. This is a huge opportunity. This resource will also pay a finders fee to you for bringing them a client for application processing. It can be done in any state. There are plenty of opportunities available when creating a Medicaid plan, not the least of which is Asset based Long Term care business. The third is a new update to a tried and proven seminar that gets a great response and business to follow. The Seven Ways Retirees Crack Their Nest Eggs continues to be a winner in attendance and relevance.
6 Comments
Kenneth White
1/18/2018 09:51:39 am
I would like information on the Medicaid seminar and service
Reply
Mike
1/18/2018 10:46:40 am
Please send info
Reply
Andy R
1/18/2018 01:01:38 pm
Kim - looks good, and glad to see it percolating up into SFL material. Can we pick back up with the Medicaid Crisis Planning discussion early next week? Thanks!
Reply
10/10/2022 11:16:44 pm
Majority bag large worry example if candidate. Age environment attorney daughter song. Win develop rather three thank.
Reply
10/19/2022 08:31:15 pm
Experience action performance structure sing suggest. Wrong but religious create training research establish.
Reply
11/10/2022 06:02:48 am
Daughter choice likely major hair onto.
Reply
Leave a Reply. |
Kim MagdaleinKim has personally presented over 800 seminars and produced over 15,000 for other producers. Archives
May 2021
Categories |