_section-79-plans-part-five-of-five.jpg "Section 79 Plans – Part Five of Five from pure cpa Video Screenshot Preview")
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⏲ Duration: 16 min 22 sec
✓ Published: 26-Jan-2012
✓ Published: 26-Jan-2012
Description:
Steve’s special guest, Ken Davis, CLU, ChFC, CFP, CPA. Ken Davis is the former president of the Phoenix Chapter of the Society of CPAs and has taught continuing education for the Arizona Society of CPAs on life insurance and annuities.nHow does an agent probe prospective clients to get them interested in IRC section 79?nSurprisingly, this concept allows a very simple client approach. Listen for prospective clients that complain about K plan limits. Ask other professionals, such as CPA’s and
Steve’s special guest, Ken Davis, CLU, ChFC, CFP, CPA. Ken Davis is the former president of the Phoenix Chapter of the Society of CPAs and has taught continuing education for the Arizona Society of CPAs on life insurance and annuities.nHow does an agent probe prospective clients to get them interested in IRC section 79?nSurprisingly, this concept allows a very simple client approach. Listen for prospective clients that complain about K plan limits. Ask other professionals, such as CPA’s and
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