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What is the Solution for Clients That Don't Need Income?

With $23 Trillion in retirement assets and over 10,000 baby boomers retiring everyday, the opportunity has never been stronger. Many potential clients lack an adequate understanding about Required Minimum Distributions (RMD) and are unaware that these forced withdrawals can have a dramatic impact on retirement savings, not to mention the potential 50% Tax Penalty for not complying! This all new 10 page agent guide explains the "RMD Planning" concept in easy to understand terms and we are confident it will immediately help uncover hidden FIA sales opportunities, especially with clients that may not have an immediate income need.

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*Terms and Conditions apply to all offers and promotions - For Agent Use Only Offer not designed to give tax advice, always consult a licensed tax professional. Copyright © 2014 - Magellan Financial & Insurance Services, Inc.

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