Q&A

• CQ review to help the client
• When borrowing funds from a 401k, does the plan hold back collateral that is not earning anything while the loan was in force?
• Which COW presentations have impacted you the most?
• How do you answer "what do you do" when the individual is in finance?
• How do you help people get over the thought that Qualified Plans are helping them with a "tax deduction"?
• What's the best presentation to communicate compound interest and the power of the time?