Guide to the Mini-401K Opportunity

Price: $49.00

Powerhouse Prospecting in the Small Business Market

Recent tax laws created a dynamic new retirement plan solution — the "Mini-401(k)" — to help you cultivate clients in the lucrative one-person business owner market. The Mini-401(k) allows small business owners to participate in the same 401(k) benefits that big-company employees enjoy, with minimal complexity and attractive costs. In addition, this solution allows some owners to nearly double the tax-deductible plan contribution they may make.

According to the IRS, about 18 million taxpayers in the U.S. file as self-employed proprietors, and the majority work by themselves. If you want to win your share of this lucractive business, there's no time to lose! Get started now, and you will meet so many attractive prospects in the coming months that your business growth will be assured.

Our Guide to the Mini-401(k) Opportunity: Powerhouse Prospecting in the Small Business Market will give you the prospecting strategy, marketing sizzle, sales ideas and technical substance you need to be successful. Think of it as an immersion in the Mini-401(k) opportunity, designed to save you time and move you into this hot market fast.

The Guide includes:

• Technical information on tax law changes, contribution limits, elective deferrals and plan loans.
• Market data to help you identify high-growth, high-profit small business occupations in your area.
• Key features and benefits of Mini-401(k), compared to other small business plans.
• A case study showing how a married couple can both participate in a Mini-401(k) and make high contributions, without red-tape complexity.
• Specific ideas for managing your Mini-401(k) business, including how to target your message and qualify attractive prospects efficiently.
• Marketing tools you can use, including prospecting letter, qualifying questions, Q&A fact sheet, and more!

By itself, the Guide will jump-start your Mini-401(k) business. Or you can use it with our comprehensive program, 12 Steps to Your Personal Success in the 401(k) and Small Plan Market, to make a total commitment to the plan market.

Our Guide and 12-Step program are designed to coordinate with proven small business prospecting lists available from Judy Diamond Associates, to help you achieve success in small business retirement plans now, while the opportunity is red hot.

Contents

Introduction to Your Mini-401(k) Opportunity

• What Is a Mini-401(k)?
• A Cinderella Plan Created by Congress?
• Spread a Basic Message
• Four Tax Law Changes That Created Mini-401(k)s
• An Example of Tax Breaks
• An Important Caveat

Understanding the One-Person Business Market

• The Self-Employed U.S. Population
• Summarizing the Research

Features and Benefits of Mini-401(k)s

• A Case Study

Ideas for Managing Your Mini-401(k) Business and Making It Profitable

• Target Your Market
• Target Your Message
• Make Business Profitable
• Consolidate Plan Assets
• Streamline Services

Marketing Resources

• Sample Prospecting Letter
• Questions and Answers About the Mini-401(k)
• Qualifying Questions to Ask in the First Call
• Qualifying Checklist
• Comparing Small Business Choices
• Mini-410(k) Maximum Annual Total Additions
• List of Mini-401(k) vendors offering marketing support

Questions? Please call 1-800-231-0669.