IRA Max Sales Strategy
Our team has created a proven strategy designed to protect your clients’ retirement years and the legacy left to their loved ones. Tolmen Financial can provide you with this blueprint for success, marketing materials, mentoring, commissions, and even host your initial seminars with clients and prospects!
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Tolmen Financial has developed the IRA Max sales strategy as an alternative to traditional 401(k) programs to build accumulation without the disadvantages of tying up their funds. By leveraging an indexed universal life insurance policy (IUL), hypothetically your clients and prospects could maximize contributions for their retirement needs.
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Jud Tolmen will personally work with you to explain the IRA Max concept and how IUL can make a difference for some of your clients as IRA Max does work for a niche market. Jud also is committed to help you grow your life insurance and annuity book of business, and believes in mentoring licensed agents, young and old, on what works in today's volatile market.
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Ready to get started with IRA Max? Interested in learning how Jud's mentoring and experience can grow your book of business? Contact Tolmen Financial using the form below.