We Have Three New Seminars
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.
1/18/2018 09:51:39 am
I would like information on the Medicaid seminar and service
1/18/2018 10:46:40 am
Please send info
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!
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Kim has personally presented over 800 seminars and produced over 15,000 for other producers.