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Qualified Plans are usually the largest assets your clients have.

Show how to use distributions for maximum benefit.

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You maximized Social Security, now show how to use Qualified Plans effectively.

Your retirement conversations might start with Social Security, but your clients’ qualified plan assets should be the next topic. Required Minimum Distributions can cause more of their Social Security benefits to be taxed, reducing their expected net income. Turn the topic of RMDs into a positive by using this tool to show how you can reduce the impact of RMDs and provide a source of needed premium dollars at the same time!

Social Security Pro + Qualified Plan Concepts

Social Security Pro helps clients see the risk of living "too long" — Qualified Plan Concepts shows how to provide life insurance needed for that risk.

One company, when using the two programs together, increased the number of client presentations of “Using Distributions for New Life insurance” over 10 times!

Seven of the most effective uses of 401(k) and IRA distribution

Each objective is a “stand-alone presentation." Provide a motivating presentation to leave behind, and keep clients’ attention with compelling graphics and colors

  • How to take qualified plan distributions
  • How to effectively use qualified plan distributions
  • Converting to a Roth IRA during life or at death
  • Multi-generational planning – stretching your IRA and taxes over many years

One of Impact’s most successful conceptual selling tools

Even when clients have complex financial needs, they must see a “conceptual plan” before they are willing to begin detailed analysis—conceptual presentations “bridge” this gap!

  • Each objective is a “stand-alone presentation”
  • Provide a motivating presentation to leave behind
  • Keep clients’ attention with compelling graphics and colors

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Monthly

$24.95

Includes a 14-day free trial, and you can cancel your payment at any time.

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Annual

$249

Includes a 14-day free trial, and you can cancel your payment at any time.

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Bundle Pricing

Save 60%

Save over 60% when you bundle products, compared to purchasing them individually.

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Qualified Plan Concepts is part of Impact’s PlanFacts series

Qualified Plan Concepts is a conceptual, stand-alone program that also works with any of Impact’s PlanFacts web-based products. It provides answers to your clients’ questions—especially baby boomers approaching retirement decisions.