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Did you know that your clients can only make one rollover from an IRA to another IRA in 2015? The new ruling can seriously impact your annuity sales. I can help you navigate through the new IRS Regulations announcement 2014-15. Many of your clients have the bulk of their assets in retirement accounts. You need to be prepared for the IRS IRA changes to increase your annuity sales for 2015.
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Click on the link provided below to obtain our IRA Rollover Kit.
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WHITE PAPER IRA ROLLOVER KIT
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National Annuity Senior Marketer
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• Phone: (800) 388-8342 x 355
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All rights reserved. ©2014 | For Producer Use Only
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