WealthPRIME understands that you need the right sales tools to help your business thrive and grow AUM. We’re continuously adding new tools to your library, and will notify you when your library is updated.
Turn Your Dreams of Wealth into a Reality
“Turn Your Dreams of Wealth into a Reality,” showcases the uniqueness of the WealthPRIME™ solution, introduces your clients to a team of professionals who can assist them on this journey, and offers important timeframes.
199A Tax Deduction
Taxes and tax liability can be burdensome to your clients in their quest to grow their wealth. This flyer reveals a new tax deduction (IRC § 199A) that offers up to a 20% deduction for those clients who qualify.
WealthPRIME™ Flyer
See a snapshot of how financial freedom is one choice away with WealthPRIME’s™ ability to save your clients tens of thousands of dollars in taxes while growing their wealth.
Leverage the Power of a Cash Balance Plan
“Leverage the Power of a Cash Balance Plan,” walks your clients through the challenges Americans face in planning for a well-funded retirement, gives a primer on cash balance plans, talks about how 401(k) plans are different, demonstrates the tax mitigation benefits using powerful visuals and illustrations, and more.
Prospecting Letter for Client
See a snapshot of how financial freedom is one choice away with WealthPRIME’s™ ability to save your clients tens of thousands of dollars in taxes while growing their wealth.
Prospecting Letter for CPA
“Leverage the Power of a Cash Balance Plan,” walks your clients through the challenges Americans face in planning for a well-funded retirement, gives a primer on cash balance plans, talks about how 401(k) plans are different, demonstrates the tax mitigation benefits using powerful visuals and illustrations, and more.
