Lock In the Lump Sum Rollover Business

Most brokers strive to obtain lump sum IRA Rollover business from people who have just retired. Why? It is a big chunk of money and very profitable. The problem is timing and the identification of the right person.

Advisors often try seminars, but they are expensive, everyone is doing seminars, and the response is often poor.

We enable you to actively manage your client's 401(k) while they are still working by doing the following:

  • Provide monthly recommendations that you can email to your clients.
    • This tells your clients what they should buy, what they should sell, and when to move their retirement savings to their money market account.
  • Action alerts will be sent when the overall market gives a sell signal.

All you are responsible for is getting the setup information from the client and forwarding our monthly emails to them.