VIP/JBA Retirement Plan REFERRAL

JBA Wealth Management/ Human Interest Retirement Plan Referral

Your real business retirement solutions!
Tired of the same old retirement plan conversation? While the 401(k) is a household name, it's not always the star player for every business. Did you know there's a streamlined alternative that could be a perfect fit for your smaller clients?

Imagine offering your very small business clients a retirement plan that's remarkably simple to manage and comes with lower administrative headaches – that's often the beauty of a SIMPLE IRA. On the flip side, for businesses with bigger teams or those ambitious for higher savings and customized options, the traditional 401(k) can really shine.

Don't leave your clients' financial futures to a one-size-fits-all solution. At JBA Wealth Management, their CERTIFIED FINANCIAL PLANNERS (CFP®) are experts at navigating the retirement plan landscape. They go beyond the basics to pinpoint the absolute best route for each client's unique needs, providing professional wealth and asset management to help them build a secure and thriving future. Let us help you unlock the ideal retirement strategy for your clients while keeping complient with each state's mandates in today's political climate.
Your Name (Agent)*

First NameLast Name
Your Email (Agent)*
example@example.com
Your Phone Number (Agent)*

Area CodePhone Number
Referred COMPANY Name:*
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Decision Maker's Name*

First NameLast Name
Decision Maker's Phone Number*

Area CodePhone Number
Decision Maker's Email*
example@example.com
Roughly how many eligible employees do they have?*
Do they currently have a 401k or simple IRA to replace?*

YesNo
If so, who is it with?
Is this in regards to the mandate and wants to know their options?*

YesNo
Are they open to hearing about benefits of 401k and tax credits?*

YesNo
Are there any other relevant notes that could help prior to meeting about your 401k or Simple IRA?
This form will go to Phil Kennedy AND The CFPs at JBA Wealth Management (Primarily Matthew Dixon, CFP® - LPL Financial Advisor) .They will take it from here.

Please let your client know that a representative from Human Interest OR JBA Wealth Management will be reaching out to them to schedule an appointment!

Matthew Dixon

mattd@jbawealth.com
1136 E Stuart St STE 2-100, Fort Collins, CO 80525

Phone: (970) 223-1922

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Phil Kennedy

phil.kennedy@humaninterest.com

720-334-6661
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JBA Wealth Management/ Human Interest Retirement Plan Referral