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Prospect Organizer

There are three types of qualified plan designs that virtually sell themselves when presented to the right client or prospect. The ideal prospect for each type of design is described below. Match up your existing clients and prospects to one of the categories below and then ask us to provide you a complimentary illustration of the plan using your client’s or prospect’s census data. Turn around time is usually less than 24 hours and we will be pleased to walk you and/or your prospect through the numbers.

These plan designs will set you apart from the competition and help you build a profitable pool of retirement plan assets very quickly.

Custom PS/401k Plans		Family-only 401k Plans		1-Person Defined Benefit Plans
Small business with older owners & younger employees. The best prospects already have an existing SEP, SIMPLE or Profit Sharing/401k plan. Ideal Size = 3-100 ee's.		Any successful business that employs only family members of owner/employees.		Perfect design for a successful owner age 45 or more who wants to build retirement assets quickly. The plan is ideal if the owner is the only employee but it will also work well if the other employees are at least 15 years younger than the owner.
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