Section V: Introducing Clients to Qualified Retirement Plans

Table of Contents

• Page 92 — When Is a Business Ready for a Qualified Plan?
  • Page 93 — Educating the Businessowner
• Page 94 — Niche Market
  • Page 95 — Owner-Only Businesses
  • Page 96 — Maximize Effort through Market Segment Specialization
• Page 97 — Explaining Why Employers Should Sponsor Qualified Plans
  • Page 98 — Benefits to the Employer
  • Page 100 — Benefits to the Employee
• Page 101 — Identifying Businessowners with Retirement Plan Needs
• Page 102 — Working Together
  • Page 102 — A Team Approach
• Page 103 — Gathering Information from the Plan Sponsor
  • Page 103 — The Pre-Sale
• Page 105 — Presenting the Proposal
• Page 106 — Section V Action Assignment

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