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  • Kim Purnell

GET Qualified Inquires & Leads From Required Minimum Distribution (RMD) Prospecting.

Did You Know "RMD Information Requests" are excellent lead generation marketing pieces?

Do you have clients & prospects between ages: 70-72?

WHAT EVERY RETIREE NEEDS TO KNOW ABOUT REQUIRED MINIMUM DISTRIBUTIONS

(RMDs)

Do they understand the Secure Act and the impact this act has on their Traditional IRA and other qualified retirement accounts?

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For most of their lives, they have been serious retirement savers.

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Many of your clients and prospects are surprised to learn about the IRS tax consequences for failing to take the Required Minimum Distributions (RMDs)

from their Qualified Retirement Accounts.


That is correct.

"If they do not take any distributions, or their distributions are not large enough, they may have to pay a 50% excise tax on the amount not distributed as required." *

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Yes, that includes funds from all of their qualified retirement accounts such as traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k) plans, 403(b) plans, 457(b) plans, profit sharing plans and other defined contribution plans.

There are other aspects of RMDs that also deserves their serious attention.


Our goal is to help you with your marketing efforts.


Now Available to You is a Free

No Obligation


RMD GUIDE TO SHARE WITH YOUR CLIENTS AND PROSPECTS.



This guide can provide valuable resources and information pertaining to:


Legacy planning – leveraging the amount of money left to one’s heirs.


Never running out of money – by increasing lifelong guaranteed income.


Having a way to pay for long-term care and to fund dependency if care is needed.


Avoiding erosion of financial assets due to estate taxes or other taxes.


Who would have thought that RMD disbursements would allow you to make generate new insurance sales opportunities?


Download Your Copy Here


Adaptive Marketing Group, LLC

A Digital Marketing Company

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Adaptive Marketing Group, LLC

a WiX Digital Solutions Partner

Specializing in Insurance & Financial Services Markets