2. By 2010, nearly half a trillion dollars will flow out of 401(k) plans into Rollover lRAs
on an annual basis. As Baby Boomers move into retirement, the total
number of retirees in the U.S. will increase by approximately six million people
per decade until it reaches 2O%o of the population in 2030.1 This translates into
600,000 potential new Rollover IRA clients per year!
Franklin Templeton Investments developed Roadmap to Rollovers-so you
have all the tools you need to capture your share of the $500 billion pre-retiree
and retiree Rollover IRA market beginning today. We've enclosed a sampling of
our sales tools to get you stafted.
Introducing Franklin mpleton Personal Retirement Services
We've created Personal Retirement Services to give you hands-on assistance
from trained Rollover expeds, who will answer your questions and help simplify
the Rollover process for you and your clients. Our Personal Retirement Services
associates can be reached at1-800/527-2020 5:00am to 5:00pm PT.
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Not FDIC Insured . May Lose Value . No Bank Guarantee INVESTMENTS