FINANCIAL PROFESSIONALS

Maximize Your Clients’ Wealth

Imagine what an increased client conversion rate of as little as 10% could do to your bottom line. And what if you could remove the complication from lead generation and easily turn prospects into happy retirement plan clients?

WealthPRIME™ has created the WEALTH Maximizer to offer your clients a high-level view of what their retirement future can look like.

This report also briefly touches on the topic of a new 199A tax incentive that’s offered to qualifying income ranges. Often high-net-worth business owners “phase out” of various tax incentives due to higher income, but sophisticated retirement strategies offered by WealthPRIME can help. The WEALTH Maximizer offers an income review along with how retirement contributions can help lower AGI.

In less than 30 seconds, you can give your clients a tangible, bird’s eye view of what their retirement accumulation can look like.

Based on the age of your client and which retirement plan(s) they choose to sponsor, you’re able to see the amount of contributions they’re able to make towards their retirement plan annually.

Based on their level of annual contributions and an estimated 5% return, you can see their projected account balance five, 10, and 15 years into the future.

You can show your clients the number of years it will take them to reach $1million in retirement assets.

Wealth Maximizer

Need help? Call our support team 24/7 at (855) PRIME-40