Discover a proven prospecting approach designed to position your practice in front of retirees and pre-retirees with retirement assets in motion.
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According to LIMRA, IRA rollover activity is projected to reach approximately $855 billion in 2026 — and could grow to $1.15 trillion by 2030.
The opportunity isn't simply the amount of money moving. It's being in front of the right people when they're ready to make a decision.
Retirees, pre-retirees and individuals changing jobs have more reasons than ever to reevaluate where and how their retirement assets are held.
In this free 30-minute presentation, discover how financial professionals can position their practices around the growing IRA rollover and Roth conversion opportunity.
See the approach designed to create a predictable flow of rollover-focused appointments.
Position your practice in front of retirees and pre-retirees with assets potentially in motion.
Learn how the system capitalizes on one of the largest retirement asset transitions in history.
See how advisors can begin implementing the approach without building an entire prospecting program from scratch.