403 (b) PROSPECTINGA pre-approved client letter for annuity sales presentations and lead program!
FSD Financial Services the fixed annuity agency for the independent insurance producer.
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403 (b) PROSPECTING |
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Date Mr. and Mrs. Client Address Home town, USA Zip Dear [Client]
Would you take a pay cut? Probably not. But you might consider it if you could save for your retirement and reduce your tax bill. As an employee of a non-profit organization, you have a special opportunity to participate in a 403(b) deferred retirement program.1 Investing in a [NAME OF SPONSOR] 403(b) Plan allows you to set aside pre-tax dollars from your salary, thereby easing your current tax bite. The income your investment may earn can grow income tax deferred, year after year, until you begin withdrawals at retirement.2 Whether you are considering a 403(b) plan for the first time or re-evaluating your current plan, please call me at [PHONE NUMBER]. I can help you determine which {NAME OF SPONSOR} funds may be best suited to your investment needs. I will provide you with a free {NAME OF SPONSOR} 403(b) Plan Brochure and a Prospectus that contain more complete information about specific mutual funds, including charges and expenses. Please read it carefully before you invest or send money. Sincerely,
[YOUR NAME] [Title] 1 Your employer must qualify as a non-profit organization under Internal Revenue Code 501(c)(3).
2 Distributions of deductible contributions and all earnings are taxed as ordinary income in the year in which the money is withdrawn. Withdrawals received prior to age 59-1/2 may be subject to a 10% income tax penalty. |
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