For Older Prospects

Columns and Articles / For Older Prospects

Older individuals may still be your traditional marketing base, but it can seem that you’re not telling seniors anything they want to hear. They’ve already written their will; they’ve disposed of large assets; they no longer need tax deductions. This group of topics will get their attention. Clear, simple, benefits-focused marketing pieces that address subjects seniors are concerned about: financial security, increased retirement income; the effectiveness of their estate plan.

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It's OK to be a Little Selfish When You Make a Gift!

[Note: primarily written as newsletter copy, this document can easily be used as an article/column for your next publication, or be adapted into a solicitation letter with minor effort.]

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Price: $175.00 | Product ID: 1000

Will You Avoid the IRA Tax Trap?

A clear, complete overview of the benefits of using IRAs and other retirement plans to fund estate gifts. Full technical and tax information, but presented in understandable, persuasive format...

Price: $195.00 | Product ID: 1015

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Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

It's the reference "for the rest of us!"