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Client Relations

    Product R + D

    Try This Multi-Generational IRA Strategy for Clients With IRA Assets

    by Chris Vance April 3, 2018
    written by Chris Vance

    Updated October 6, 2023, at 11:22 AM

    Do you have clients who are under the age of 70 ½ who own an IRA, but have no desire to take withdrawals from their qualified accounts until the IRS forces them to begin their required minimum distributions (RMDs) at age 70 ½?

    Do you have clients who are 70 ½ and retired who only take distributions from their IRA because they must? Do they anticipate leaving what’s left in their qualified accounts like their IRAs to their kids when they pass?

    If you answered yes to those questions, then you should help your clients consider a multi-generational strategy for your clients’ IRA assets.

    Continue Reading

    April 3, 2018
    5 FacebookTwitterPinterestEmail
  • Business Development

    Electronic Application Options: Save Time and Money

    by Mark Stewart March 13, 2018
    by Mark Stewart March 13, 2018

    As a financial professional, you’ve heard of drop tickets and e-applications (e-apps). You have received emails encouraging the use of these electronic options and read that using electronic submission methods decreases issue …

    4 FacebookTwitterPinterestEmail
  • Marketing + Branding

    What Do Clients Want From a Financial Advisor? [Infographic]

    by Mark Stewart February 27, 2018
    by Mark Stewart February 27, 2018

    Updated April 4, 2024, at 10:32 AM What are your clients saying about your performance? What are they really wanting from you as their advisor? Let’s face it; dealing with people’s hard-earned …

    8 FacebookTwitterPinterestEmail
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