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Show Clients How to Withdraw IRA Funds Nearly Tax-Free (not Roth)
Roughly how much Annuity Premium did you place the past 12 months?
None
Less than $500,000
$500,000 - $1 Million
$1 Million - $3 Million
$3 Million - $5 Million
$5 Million Plus
Roughly how much target Life Premium did you earn the past 12 months?
$0 - $25,000
$25,000 - $50,000
$50,000 - $100,000
$100,000 - $150,000
$150,000 - $200,000
$200,000 plus
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