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COVID-19 Retirement Accounts Communication Toolkit

A set of customizable tools to help educate your clients now

$249.00

Overview

This essential toolkit contains all of the information advisors need to inform their clients about the major impacts on IRAs and Employer Plans brought about by the COVID-19 pandemic and related legislation, such as The CARES Act. This toolkit also includes a PDF containing the 30 most common questions on these topics, as well as clear and comprehensive answers provided by retirement account expert, Denise Appleby. 

Includes all of these informative and helpful documents:

  1. COVID-19 Distributions and Rollovers: 30 of the Most Common Questions Answered - A list of the most common questions about the RMD waiver and coronavirus-related distributions provided under the CARES Act.

  2. 2019 IRA Contributions, Employer Contribution Deadlines, and more: What is Extended and What is Not – A sample newsletter that can be shared with your clients and others in your network.  

  3. A Summary of CARES Act Provisions for RMD Waivers, Coronavirus Related Distributions, and Loans – A sample newsletter that can be shared with your clients and others in your network. 

  4. Coronavirus-related distribution: Sample Letter – Sample letter that can be customized with your logo and other information and shared with clients.

  5. Coronavirus RMD Waiver: Sample Letters – Sample letter that can be customized with your logo and other information and shared with clients. 

Product Format/Delivery:

The toolkit is delivered electronically, in (1) Q&A PDF and (4) Microsoft Word files that are easy to customize to meet the needs of your firm. After your order has been placed, you will receive the toolkit as an email attachment within one business day.

Refund Policy:

Please note that refunds are not available for this product.



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