Qualified Retirement Plan – Distribution Planner
Finding the best way to take distributions from a retirement plan can be one of the largest financial decisions a client will make. Distribution planning is a complex area. The answer for one client is not the same solution for the next.
Impact’s Distribution Planner helps clients answer the following questions about their qualified retirement plans:
- How can I best defer income taxes?
- How can I increase my family’s financial security?
- What must I do to meet minimum distribution requirements?
The Distribution Planner is a client-oriented distribution planning tool designed for your Website.
How It Works
- Collect Information - Clients answer a few brief questions about themselves and their qualified retirement plans.
- Analyze Results - Clients examine their plans’ distribution potential based on the information collected. Results are quick, accurate, and understandable, which makes it easy for clients to compare the distribution options available. Clients can click on any available planning option for a synopsis of how the results were generated.
- Take Action - Clients are motivated to start the planning process. They can immediately request more information and submit their own financial data.
Get Started Today
- Setup is fast and compliance friendly.
- Easily branded header.
- Lower customer acquisition costs.
- Differentiate from the competition.
- Open dialogue with new prospects.
- Qualified leads are emailed to you immediately.