Business to Business

Tax Free Retirement Strategy

  1. Employee and Employer Retirement Programs – FREE to the Business
  2. There is NO MANAGEMENT – Personal Bank Draft
  3.  Plans are PORTABLE – They take it with them
Plans are liquid (No 59 ½ Rule), Can never lose value in a market crash, not just for Retirement but also to purchase a House, Car, Business, Vacation, College, Anything)

Marketing B2B creates lead flow for yourself and many others (Strategic Partnerships).

Getting in front of groups allows for a higher volume of Individual Life & Retirement Planning.

Can pivot to Tax Savings Programs, Medical, Other.