Section V: Selling a Qualified Retirement Plan

Table of Contents

• Page 93 — When Is a Business Ready for a Qualified Plan?
  • Page 94 — Educating the Businessowner
• Page 95 — Niche Market
  • Page 96 — Owner-Only Businesses
  • Page 97 — Maximize Effort through Market Segment Specialization
• Page 98 — Explaining Why Employers Should Sponsor Qualified Plans
  • Page 99 — Benefits to the Employer
  • Page 101 — Benefits to the Employee
• Page 102 — Identifying Businessowners with Retirement Plan Needs
• Page 103 — Working Together
  • Page 103 — A Team Approach
• Page 104 — Gathering Information from the Plan Sponsor
  • Page 104 — The Pre-Sale
• Page 106 — Presenting the Proposal
• Page 107 — Section V Action Assignment

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