- Help clients and their employees prepare for retirement.
- Show your clients how to increase their wealth and in most cases lower their taxes.
- Demonstrate the role of life insurance in protecting the wealth creation cycle.
- Identify the ideal candidates for this strategy.
From comprehensive and tailored presentations, to one-on-one support from our team at The Senex Group, our process is designed to help generate client interest and communicate client retirement benefits.
- How prepared is the client for retirement?
- How can a Qualified Retirement Plan help reduce taxes and build extra income?
- Is insurance beneficial to the client’s overall plan?
- How do they want to help their employees prepare for retirement?
Based on what we learn, we work with you, your client, and their team of advisors to develop objectives and create a retirement plan that is responsive to their unique situation.
- Reviewing current funding
- Working in concert with the client’s complete advisory team (wealth manager, CPA, estate attorney, and more)
- Discussing special circumstances and priorities (liquidity, time horizon, current income, goals) with the client
This comprehensive review and analysis will drive our retirement plan recommendations.