Show Clients The Power Of IRAs

$30.00 each


Post a link on your website, blog, and client portal to this calculator. Then conduct an email campaign and generate leads by distributing this simple Excel spreadsheet. Of course, you would also use this calculator in client meetings. It compares the wealth the account owner’s heirs will accumulate if the account is persevered as an inherited IRA versus liquidation at the account owner’s death. Clients come away understanding the value of preserving an IRA.

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