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The
following pieces will prove helpful to you in
better understanding and communicating the value
of a Micro(k) to suitable prospects. You may preview
and download each piece at your convenience.
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| IRS Announces Final Regulations |
| In September 2005, the IRS released final regulations for the valuation of life insurance policies in qualified plans and other employer/employee situations. Learn more about this development, it's background and it's meaning in this informative article.
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#: marketing update reprint 0011205XX Sep/Oct 2005 |
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| How a Micro(k)® Can Give Your Client That Extra Boost |
| Thanks to the Pension Protection Act of 2006, your client can now add a 401(k) on top of their defined benefit or 412(i) plan, allowing them to further boost their contribution and give them that added savings. Let's take a look at how a Micro(k)® can give your client that extra boost.
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#: "marketing update" reprint from Oct 2007 |
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| "Change Your Life" with Micro(k) |
| The Micro(k) is a specialty retirement design new to the retirement planning scene, and it is sure to replace the SEP-IRA as the plan of choice for self-employed professionals and family-owned businesses. This article explores sales ideas and cases that we co-presented at our 2004 Advanced Marketing Seminar along with one of our leading agents. Find out how the Micro(k) plan can "change your life" too. |
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#: "marketing update" reprint from Sep/Oct 2004 |
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| The Roth 401(k) |
| Buried deep within EGTRRA '01 was a new provision that could dramatically change the way that 401(k) deferrals are thought of. Beginning January 1, 2006, a participant may designate all or a portion of their salary deferrals to be "Roth 401(k)" contributions. This marketing update article discusses this new feature and comments on its impact on qualified life insurance sales. |
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#: marketing update reprint 0011207 Sep/Oct 2005 |
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