Set Consists of:
(1) The 401(k) Advisor (228 pg)
(1) The Annuity Advisor (226 pg)
(1) The Nonqualified Deferred Compensation Advisor (356 pg)
Time-tested solutions and today’s best strategies on major topics from 401(k), Annuities, and Nonqualified deferred compensation merge for results-driven pages aimed at meeting the planning needs of clients while capitalizing on future opportunities in your business.
The 401(k) Advisor
Using their combined expertise, employee benefits specialist Anthony J. Domino, Jr., CLU, ChFC, MSFS, Immediate Past President of the Society of FSP and Enrolled Actuary Howard Rosenfeld, MAAA, MSPA, have created the first 401(k) book designed specifically for producers.
In today's business environment, you need more than just technical references. You need a tool that shows you step-by-step how to offer your business clients the most popular retirement plan in the United States.
The 401(k) Advisor is user-friendly enough for advisors new to the 401(k) market, yet accurate and authoritative enough to satisfy the needs of longtime experts. From design features to sales ideas, this book provides everything you need to establish or increase a presence in the 401(k) market. After reading The 401(k)Advisor, you will be able to:
Identify the best candidates for new 401(k) plans so you can focus on the business most likely to pay off, and make proposals that are most likely to win new business
Easily prepare a sales presentation that will consistently bring in new 401(k) business
Explain the new Roth 401(k) feature that takes effect January 1, 2006
Win the business of existing plans by demonstrating how you can improve on the costs or services of their current 401(k) provider
Pinpoint the critical compliance issues and show the client how to satisfy them
Answer practical, ongoing 401(k) questions easily, proving your expertise on retirement plans and opening the door to other opportunities with small business owners
Take advantage of the growth market in solo 401(k)plans
Features:
Explanation of how to present and sell a 401(k) plan to an employer
Explanation of key requirements for plan compliance
Checklists and information-gathering forms
Explanation of fee arrangements: bundled, unbundled and open architecture
User-friendly answers to the most important plan qualification requirements
Operational issues
Sample forms and documents
The Annuity Advisor
Objective, impartial study of what annuities can and cannot do, their costs, and what risk management features annuities offer—delivered in easy-to-read language. Not only have the authors cited their source, they have added significant value to the existing literature for a source that every advisor should read and keep on hand as a fast reference. Topics include: cost-benefit comparison of the features and taxation of annuities; annuities as an investment versus as a risk management tool.
Includes a discussion of:
The current marketplace of typical contract types and the riders and features they include
Taxation of annuities both during the owner’s lifetime and after the owner’s death
Various features of annuities, and how much these features typically cost, including a cost-benefit discussion.
When an annuity should be considered an investment, and when it should be considered a risk management tool.
Index annuities, including their features and costs.
When and when not to use trusts with annuities.
Annuities and estate planning
Arguments that have been used both for and against annuities and a discussion of these positions.
The Nonqualified Deferred Compensation Advisor
Win and retain business in the executive compensation marketplace. Arm yourself with this extensive overview in light of the American Jobs Creation Act and IRS guidance—derived from the best-selling book Comprehensive Deferred Compensation. Discover the new ways to design, fund, sell and administer nonqualified deferred compensation plans for competitive advantage. Learn best recommendations to retain current business and acquire new clients.
Reach Top Executives in the Corporate Pyramid
Fortune 1000 Companies favor Nonqualified Deferred Compensation (NQDC) plans funded by corporate and trust owned life insurance. The vast majority of eligible plan users surveyed ranges from President/CEOs to Division/Unit Managers.*
Best Sales & Marketing Opportunity in Decades
Employers turn to NQDC to recruit, reward and retain top personnel. NQDC supplies competitive benefits programs that cost less than higher salaries and that offer greater flexibility to personalize plans than alternatives like 401(k).
Every 409A Issue Explored
Written by respected practitioners, each with experience spanning decades. Published by the #1 most trusted source of tax, insurance and financial planning for 110 years.
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