Welcome to the Retirement Clarity System
On behalf of Patrick Lynch and Brokers’ Choice of America we’d like to welcome and you to the program. By now you should already attended training day and either have already received your CFEd® with the Heartland Institute or are in the process of receiving it. This website contains everything you need to be get started and be successful, available 24/7, 7 days a week. You will find the class PowerPoint, and sample insert mail campaigns, training videos, along with other vital components to the system. Patrick Lynch and Brokers’ Choice of America are here to help you along the way.
Please feel free to contact us with any questions regarding the implementation of this process.
Best of luck and happy selling!
Demographics and Metrics
Stack the deck in your favor!
We target 57-68 years old. The reason for this is an in-service distribution cannot occur until age 59½. We don’t want a class full of 55 year olds. We want recently retired or at least looking at retirement within the next few years with assets of $500,000 – $2,000,000. We often find people with more money that attend the class, but this puts us in front of very qualified prospects that can, and will be able to be helped
To order the learn more about the mailer and get started click here.