Letter 9

For Attorneys and CPAs

Alan Advisor

200 Main St.

City, State, Zip                             ____________________

                                                   (Date)

Dear Alan,

Have you ever wanted to estimate retirement values in an IRA, 401(k) or Keogh Plan for a client?

What about analyzing the retirement pay out?  And which IRS-approved option to pick, the Recalculation Method or Term Certain Method?

What

And, last but not least, what about penalty taxes if too much -- or too little -- retirement income is taken?

Recently, we acquired computer software that addresses all these issues -- and more.

I'll call in a few days to arrange a mutually agreeable time to show you details of how reports from this software might have use for you in your practice.

Sincerely,

Note to InsMark users:  This letter is best used as a pre-approach letter designed for specific telephone follow-up by you.  We do not recommend you use it as a direct mail letter with a postcard response. If you must use it in this way, replace the last paragraph with: "If you would like to learn more about this software, please complete and return the enclosed postpaid reply card."

The Pension Calculator within InsCalc can do all the calculations mentioned.