tsa   TSA/401k Slide Show

If a picture is worth a thousand words,
what about a slide show?

TSA Show is a sophisticated presentation slide show tool that can help you sell! Two separate main shows tell your customers WHY and HOW to use TSAs. Another three shows demonstrate the effects a TSA can have at 6%, 8%, and 10% returns!

The "WHY" Show covers topics such as:
  • 3 reasons why people use a TSA

  • The main benefit of a TSA

  • The tax benefits of a TSA

  • How deposits are made

  • How much can be contributed

  • Maximum contributions

  • Withdrawal penalties: what they are and how to avoid them

  • Emergency withdrawals

  • Deposit availability

  • How a TSA at retirement affects taxes... and more!

The "HOW" Show begins with a situation
and demonstrates how a TSA compares
with a typical savings account
  • How a TSA is taxed vs. a standard savings account

  • How a TSA is taxed vs. normal income

  • How a TSA compares in deposits with a standard savings account

  • This show ends with a thought-provoking question!

 

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What TRAK users are saying

I wish more of those in financial services would use it to better assist our clients!
S. Brannon
Hartford Equity Sales Company

It is straight-forward to use, so I was up and running with very little training.
A. Vanderslice, ChFEBC
Retirement Planning Specialist

I could not live without your software.
Tim Thurston
Ips Advisors, Inc.

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