Working with Small Business Owners
Millions of Americans have worked their entire lives to build small businesses from the ground up, but have they given any thought to how they will retire after their success?
Though small business owners tend to be “do-it-their self-ers,” they need help planning for retirement just like anyone else. You may be able to help them!
Let’s get started.
First, learn about who small business owners are, the various kinds of small businesses, and how they grow and expand by checking out these three flyers.
Next, find out which small business owners to approach and how to talk with them about retirement solutions.
1. Source: BWO Wealth Management: As a business owner, do you have a retirement contingency plan? U.S. Edition – October 2016.
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SMRU 1756037 Exp. (11.13.2019)