Your membership level grants you access to use and co-brand the Enhanced WealthPRIME WEALTH REPORT.
This report is a comprehensive, 8-page document that can act as your retirement plan sales proposal.
This Enhanced WEALTH REPORT includes:
- An introductory letter that offers a summary of the entire report along with a clear table of contents.
- A time estimate to your client’s path to millions. This report is unique in that it tells your clients the number of years it will take them to reach millionaire status. In addition, it provides an estimated annual tax savings, and calculated retirement plan balance after 15 years.
- Education on the key differences between cash balance plans, IRAs, and 401(k) plans, along with full illustrations.
- Customized retirement and wealth planners that outline contributions by plan type, and growth estimates per plan.
- Tax education on the newest 199A deduction available to business owners who fall within certain income brackets, and a detailed comparative analysis of a WealthPRIME retirement plan vs not having a plan at all.
- A Way to Wealth™ tutorial that outlines the exact steps needed to build meaningful wealth.
This WEALTH REPORT was built with your prospects in mind and displays concepts in an easy to understand layout with charts, graphs, illustrations and clear language.
