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Get a Free Prospecting Video For Your Social Media Profiles

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Help Set Up the Conversation

Many hard-working people today are setting aside money for retirement, but most of them may be making a huge mistake.  Not only are there major risks in the traditional retirement approach, what many people don't realize that it may not be the amount of money they're saving for retirement, but where they're saving it that matters most.

This Lead Video:

  • Is short and perfect for sharing on social media
  • Highlights the potential tax concerns
  • Encourages the prospect to speak with you about solutions

Today, more-and-more people save money in qualified plans and they don't realize the potential tax issues that these plans create.  If they only knew a better way ... and this video helps open up a conversation.

Complete the form and you'll get access to this short prospecting video you can use either to email to prospects, or post to social media to drive interest in another way to supplement their retirement savings.

Get The Free Prospecting Video

  


© 2018 Partners Advantage Insurance Services, LLC


For financial Professional Use Only. Not For Use With The Public.


This content is informational and educational purposes and are not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

Partners Advantage Insurance Services and their representatives do not give tax or legal advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Encourage your clients to consult their tax adviser or attorney.

The material is being provided for information purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet the particular needs of your clients. Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials and/or social media as required by their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.

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