Are you letting your client leave retirement income on the table?
According to the ERISA, there are over 684,000 retirement plans containing approximately $7.6 trillion in assets. By 2020, it is estimated that there will be $22 trillion in investable retirement assets for people 55 and older.
Help your clients achieve their goals and annuitize your business with trail based compensation.
By selling and servicing just three $1,000,000 plans per year, you could have over $100,000 in annual income by year five. You’ll also have a new pool of prospects as people leave the plan and seek advisement.
And in light of the new disclosure regulations, the wave of fiduciary lawsuits, and the DOL’s beefed up audit program, these plans need to be serviced by a professional more than ever.
Contact CPS Employer Benefits today for more information. We now offer full service retirement plan services for our affiliates.
Call Jim Moore today at 949-702-0269 to see how YOU can annuitize your business.