|
Small Business Qualified Plans Made Easy |
|||
| 1. | Notify business men, professionals and centers of influence in your area of that you are in the small plan market place and can provide a quality product with creative tax deductions and competitive pricing. Use the presentations, talking points, pre-approach letters and press releases to announce yourself an your services. | ||
| 2. | Make CE credits available to CPA's in your area. Have us conduct the web based seminars or do it yourself. | ||
| 3. | Collect the data specified for a plan review or a new plan and send it to us. We will do all the analysis and prepare your presentation to the client. We will also take place in a web based sales interview to back you up on the presentation. | ||
| 4. | We will meet with the client's CPA and other advisors by phone or web meeting. We will also put your client's experts directly in contact with our own ERISA specialists. | ||
| 5. | We will walk you through every step of the delivery and installation. | ||
| 6. | Collect your commissions and ask for referrals | ||