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Artist Series Sales Ideas

Leaders Partners has developed over 30 professionally designed Artist Series Sales Ideas for your use. LPI has broken these sales ideas into five easy to understand categories that include Linked Benefit Strategies, Asset Leverage Strategies, Legacy Transfer Solutions, Income Solutions and Additional Planning Strategies.

Our Advisors Only area contains the entire list of Artist Series Sales Ideas in printable format for your immediate use. If you're not already working with Leaders Partners contact us today about Getting Started with LPI.

IRA BREAK - IRA Disqualification Strategy

Created: July 2011

SUMMARY: Disqualifying an Individual Retirement Account or an IRA Rollover account is anathema to some financial advisors. IRA's grow tax free until used for retirement income—why pay the taxes now? Two reasons—some efficient vehicles for leverage cannot accept IRA funds; and tax rates may be higher later.

To view the complete version of the IRA BREAK - IRA Disqualification Strategy Artist Series Sales Idea login to the LPI Advisors Only area now.

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