Unlock your 401k

Unlock Your Client’s 401k

Our company attorneys through the ISAR process that is in accordance with the federal ERISA guidelines allows you to move your client’s 401k funds. This is without them having to pay any taxes or the 10 percent early withdrawal penalty and they still receive their employer match!

How to Have Your Best Year Ever

We can show you how to move over your client’s present 401k without losing their ability to fund their 401k with the In-Service Alternate Rollover. Even better, your clients will not lose their company match. Our goal is to help your firm remove the roadblocks of gathering YOUR EXISTING clients 401k dollars with no marketing costs to you. You can just call your existing clientele.

We can assist your clients nationwide

Is your client trusting their retirement decisions to their employer’s Human Resource manager, the plan administrators or representatives? Even worse, is their investment advice coming from an 800 number? Finally, you, their professional advisor, can help them with their entire retirement portfolio!

401k Nationalized?

If you follow the financial news as we do, you will notice some alarming discussions reported over the last few years that have gone from rumors to Federal policy. Under this “new” program patriotically named “Retirement USA”, the government could then demand that part of your retirement contributions go into a government-created annuity funded by purchasing Treasury debt.

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Attend Our Next Webinar

Find out how the ISAR can revolutionize your business. Join us for our next educational webinar!
HOW TO UNLOCK ANYONES CURRENT 401k AT ANY AGE AND ANY AMOUNT WITH NO PENALTIES!

Chris Dantin’s Incredible Discovery:

I have been in the financial services industry for over 20 years starting at age 24. For the first 12 years of my business, I dreaded prospecting. I worked in the life insurance business because I always knew that it was the door opener for the lucrative opportunities in gathering old 401k funds from my clients to reinvest and professional manage.

As you know well, to have the opportunity to gather the client’s 401k money, one of three major situations had to occur:

First, they either had to leave their job or have already left their job or had an old 401k sitting dormant.

Second, Sadly, they were getting a divorce.

Third, they were retiring from their present job.

It was difficult to build a practice waiting around for one of those three changes to occur. So years later I started focusing on senior seminars. You know the seminars where you supply dinner to a group of people in exchange for them listening to how your products can help them. This worked well but just was not the way I wanted to build my practice.

In addition to working with seniors, I wanted to do business with people in the 35 to 50 age group. In fact, I knew all my friends had 401ks but waiting around for one of those three changes to occur was quite frustrating. Frankly, I hated asking for referrals and doing senior seminars got old quick. I set out to find a better way of helping people that were not seniors. I set my goal to find a different way even though everyone told me it did not exist. Around 2011, I chose to drop my securities license and venture out in the niche market of Non-Securities related Investments. Due to my change of focus in my career, I knew I had to do something different so I dug deeper into the 401k business. Everyone thought I was crazy.

In early 2012, We found it, the needle in the haystack, the In-Service Alternate Rollover or ISAR and I have had my best financial years ever since. When I shared the ISAR opportunity with my clients, they were thrilled to learn that they had options to move their present 401k at any time. My clients that have chosen to move funds from their 401k, have had 100% success in moving a portion to my firm (Non-Securities related Investments) and the bulk of their funds to their Registered Reps.

I guarantee that the ISAR strategy has not been implemented within your client base. We can show you how to move over your client’s present 401k to you, the advisor, via IRA without needing your client to change their job, divorce or retire. This is not a hardship provision or an in-service withdrawal provision. This is not a loophole. It has been in the ERISA code for over 35 years!

I have had success with all my clients that have chosen to move their funds out of their 401k. Who said there is no silver bullet? We can show you how to move over your client's present 401k without losing their ability to fund their 401k. Even better, your clients will not lose their company match. We are bringing this opportunity to Registered Reps because my firm has had tremendous success implementing this strategy but due to being a Non-licensed Securities Rep, I could only assist the client with a small percentage of their 401k dollars. You have no limit on the percentage of funds you can move over and with your help your clients will no longer have to rely on a 1-800 number to NOT Advise them on probably their largest asset. Our goal at National Pension Corporation is to help your firm remove the roadblocks of gathering YOUR EXISTING clients' 401k dollars with no marketing costs to you. You can just call your existing clientele. Talk about a win-win, this is exciting!


Find out if your client's 401k qualifies for unlocking with an ISAR

The In-Service Alternate Rollover or ISAR utilizes an IRS provision that is in accordance with the ERISA guidelines and it allows you to move your client's present 401k funds at anytime without taxes or the 10 percent penalty and without losing their employer match!



Retire The 401k?

Time magazines managing editor Richard Stengel says that the 401k is not working for 70 million Americans and it's time to retire it! He claims it was never meant to be the primary retirement vehicle for Americans. He further states that the 401k was originally meant to be a supplement only to pensions and Social Security benefits.

The 401k Fallout

60 Minutes interviews David Ray the President of The 401k Council of America and a Washington DC 401k lobbyist. He states that anyone who loses money in there for 401K has no one to blame but themselves and retirees should not have unrealistic expectations! 60 minutes reports that 401k plans were never designed to be a stand alone retirement vehicle.

The 401k Government Lockup

Fox news reports that the government is attempting to lock up your 401k before Americans tap into them. New legislation attempts to limit your ability to borrow money from your 401k. Proponents of the legislation claim that this would help Americans become more fiscally responsible! Opponents claim that it's absurd for the government to tell us how to manage our money when they can't even balance the nations budget.