You are a problem solver. Your clients come to you for your expertise, ideas, alternatives for solutions, and of course your guidance. When reveiwing their tax returns you are in a perfect position to see gains on real estate, mortgage, and other transactions.

This is the perfect time to ask "Would you be interested in sheltering the current taxation on this type of capital gain?" Most of your clients are unaware of the true power in the proper use of their IRA or 401(k).  And, with the new Roth 401(k) available as of January 1, 2006, their options are even greater.

Now you can generate billable hours as you review their investment options, while simultaneously generating substantial revenue for each Flex-IRA account you help your clients establish. This can be done with little or no capital investment from you.

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