Unlock Qualified Assets

Join us Thursday, July 10th on "Coffee with Closers" as we tackle a crucial topic for your clients' financial futures: unlocking assets tied up in non-Roth qualified plans.

As of May 31, 2025, a staggering $37.2 trillion is held in these plans, and nearly every client you meet has a piece of this pie—along with the associated tax liabilities.  Now is the perfect time to help them systematically free up these funds!

This session will explore powerful opportunities to enhance your clients' legacy and estate plans.

Even helping a client minimize taxes on just $25,000 can truly make you a hero in their eyes.

Charles Durfee will demonstrate:

• How to effectively educate your clients on the tax implications across various asset classes.
• The formulas and strategies to determine the best approaches for their unique situations.
• A review of specialized products designed to maximize these assets.

Don't miss out on this essential training that will provide you with the sales ideas and strategies to help your clients navigate their qualified plans. We look forward to seeing you there!