For clients with $200,000 or more in retirement savings:
- Lifetime Income Solutions:
Asset Review: Assess your retirement accounts, including old 401(k)s and IRAs.
Annuity Options: Introduce annuities that provide lifetime income payouts.
Risk Reduction: Develop strategies to minimize market volatility impact.
Pension Creation: Establish a consistent income stream for retirement. - Advanced Investment Management:
Exclusive Access: Offer tactical money management services previously reserved for accredited investors.
No Minimums: Provide access without account size limitations.
For clients with less than $200,000 in retirement savings
- Professional 401(k) Management:
Plan Optimization: Manage investments within your current 401(k) to align with retirement goals.
Contribution Strategies: Advise on maximizing employer matches and personal contributions. - IRA Management:
Growth Focus: Tailor investment strategies to maximize potential in inactive 401(k)s or IRAs. - Retirement Income Enhancement:
Supplemental Strategies: Introduce methods to boost retirement income by 20% to 35%.
Investment Options: Provide access to diversified portfolios to accelerate growth. - Tactical Management Access:
Professional Guidance: Offer expert investment management without high entry barriers.
