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

  • Seven of the most effective uses of 401(k) and IRA distributions
  • Show your clients how to coordinate their Social Security benefits with their retirement assets
  • Designed for maximum effectiveness on the iPad®
  • Great combination: the best point-of-sale presentation shown on the best point-of-sale device!
Social Security Pro helps the clients see the risks of living “too long”—Qualified Plan Concepts shows how to provide life insurance needed for that risk

One of Zuryc’s most successful conceptual selling tools

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

Qualified Plan Concepts is part of Zuryc’s PlanFacts series

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

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!

Social Security Pro & Qualified Plan Concepts

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

Simple Math

QPC + SSPRO = $$$

More Life Insurance Sales