Retirement Solutions Group, Inc.

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02/21/12

No Options For Your
Senior Clients?

LegacyTree 2





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If  you have older clients who:

  • Feel locked into an asset because of capital gain taxes or surrender charges
  • Are concerned about passing taxable annuity gains on to their heirs
  • Need to offset the tax consequences of accessing qualified funds or RMDs
  • Would prefer a tax-favored income stream or want to set up a structured inheritance for their children
  • Feel that they are paying too much in taxes


...then LegacyTree Foundation's planned giving strategies can provide a practical option for your practice!

You Earn 7% for ANY AGE Client!

 LegacyTree Foundation's
CONCEPTS WEBINAR
Friday, February 24th at 10 am CST
CLICK HERE TO REGISTER

 

Call LegacyTree Foundation at 615-468-8048
if you have a case you would like to discuss or
for an illustration.

LegacyTree Foundation is a 501(c)(3) non-profit organization established in 1999. LegacyPlans are charitable planned giving transactions as outlined in the IRS code and are not considered an investment. LTF does not provide financial, legal or tax advice. Not all LTF LegacyPlans are available in all states.







(1/13/11)

 

Are Your Clients Feeling the Pain of a 2010 Roth Conversion?!

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LegacyTree Foundation can take the sting out of a 2010 Roth Conversion:

  • Offset the tax consequences of Roth Conversion
  • Provide structured inheritance for heirs
  • Support your client's favorite charity
  • YOU Earn 7%

Appropriate planning can make the difference when taxes are an issue. Talk to an LTF representative about how our programs can benefit your clients.


CALL US TOLL FREE AT 877-320-8499!
www.LegacyTreeFoundation.org

WEBINAR SCHEDULE COMING SOON!!!

 

LegacyTree 3LegacyTree Foundation is a 501(c)(3) non-profit organization established in 1999. LegacyPlans are charitable planned giving transactions as outlined in the IRS code and are not considered an investment. LTF does not provide financial, legal or tax advice. Not all LTF Legacy Plans are available in all states.

 

 





(8/10/10)
 
 
 

LegacyTree Foundation is Growing ...


LegacyTree Foundation President, Jim Wolter is pleased to announce the addition of two staff members to their offices in Middle Tennessee. As a result the LTF team is moving into larger offices. The new contact information is:

 

LegacyTree Foundation
1600 Westgate Circle, Suite 200
Brentwood, TN 37027

 

LegacyTree welcomes:

Robert Smith,  joins us as a Case Design Specialist for LegacyTree Foundation. Robert comes to LTF with over 20 years of experience in the financial services industry as a Financial Advisor before selling his practice and entering the charitable planning industry. Robert held a Series 7 and a Series 66 license as a First Vice President of Investments and Registered Investment Advisor with several respected regional investment firms and was consistently recognized as a top producer. Robert still maintains his Accredited Asset Management Specialist designation (AAMS) through the College of Financial Planning.

 

Pamela Vickers, will be the Marketing and Administrative Coordinator for LegacyTree Foundation. Pam has worked with charitable and non-profit foundations since 1987. She has extensive experience in marketing and publications as well as database management and coordinating the various aspects of administration related to charitable programs. Pam has a Bachelor’s Degree in Social Work from Harding University. Her solid communication and people skills make her a valuable resource for the families, financial advisors and charities that LegacyTree Foundation serves.

 

 

In addition to Jim Wolter, LegacyTree’s leadership team also includes Annette Johnson as Vice President and Director of Charitable Partnerships and Nanette Beebe as Vice President and Director of Real Estate. The officers of LegacyTree Foundation have over 20 years of experience in charitable development programs and over 50 years of prior experience in the financial  industry.

“We are pleased to welcome Pam and Robert to our staff. They both bring a wealth of talent, experience and knowledge to our efforts to generate additional funding for worthy charitable causes both in Tennessee and around the country”.

- Jim Wolter

President

 

LegacyTree Foundation
1600 Westgate Circle, Suite 200, Brentwood, TN 37027
615.468.8048

 
 
 
 

 
 
     When on your visits with possible clients, have them answer the few questions on this Transaction Worksheet and see if Legacy Tree could fit into their retirement plans!