Step 1: Prospect for Ideal Clients
Your Book of Business
The first place you can start is your book of business. You will likely find several clients who don’t know about these plans and would appreciate you bringing this to their attention.
Look for the following:
- A client who wants to contribute more than $61,000 annually or a higher percentage of income than allowed in a SEP or 401(k)
- We can design plans for ages 30 and up, in some cases past age 71.
- Sample Occupations:
- Landscaping Company
- Family Business
- Financial Planner
- Graphic Designer
- Independent Corporate Board Director
- Independent Insurance Agent
- Mortgage Broker
- Real Estate Agent
- Software Developer
- Web site Entrepreneur
Note: The occupation is not the qualifier. Any profession or trade may qualify; it all comes down to having qualified earned income.