Gaining Access to Your Clients’ Frozen Pensions
Do you have clients with a completely or partially frozen pension? Every year more companies opt to suspend or end their pension plans in favor of alternative retirement benefits. Fedex…
Do you have high earning 40 year-old clients who do not qualify for a Roth IRA? IMQ can help.
With the skyrocketing government debt, taxes are bound to rise. This highlights the necessity and the power of a Roth IRA. The problem is that your 40 year-old client makes…
Mining Your Own Client Database
It is time to review your client database again. As an advisor, you see new financial strategies all the time. Some work and some don't However, what is more rare…