PlanLab 2009 Release 1 is Complete
Be sure to click the links below to read about the enhancements we’ve added in this version.
Enhancements to Financial Sales Tools
Enhancements to Wealth Planning Suite
Expanded Browser Support
We no longer require Microsoft’s Internet Explorer. You can now use Firefox version 3 or higher!
Roth Conversions are a Hot Topic
Dave Freitag, our VP of Marketing, has two articles recently published in the Life and Health Advisor magazine. One article is titled “Roth Conversions 2010, A Once-In-a-Lifetime Opportunity” and the second is titled “RMD’s and the 70 ½ Tax Trap.” You’ll see why the Roth Tools in our QPDA program are getting so much attention from successful producers all over the country
A topic generating a lot of interest at LIMRA International’s Advanced Sales Forum involves using RMD’s to fund life insurance that will pay at first death. The Life Insurance death benefits can then be used to pay the tax on an IRA to Roth conversion made by the surviving spouse. Good idea for people with large IRA balances.
That is exactly what QPDA’s Roth Conversion at Death presentation shows!
