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IRA Focus
Monthly online subscription that focuses on one important issue – includes advisor education and consumer outflow.
- Expertise section lays the technical groundwork for detailed discussion
- Analysis section takes it one step further with case studies, private letter rulings and examples that have come across our desk
- Outflow section provides a ready-to-use marketing piece to educate clients and entice prospects
$5.99/month
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Newsletter
Monthly advisor-centric newsletter that breaks down the latest IRA news and insight.
- 8-page newsletter tackles current trends and analyzes relevant topics for advisor education
- Includes articles by the leading minds and thought leaders in the retirement planning industry
- Outlines the knowledge you need and the relationships it will affect
- Available in print or as an online PDF with access to all back issues
$125/year
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Savvy IRA Planning
America’s IRA Experts have teamed up with Horsesmouth to create a dynamic instructional and presentation program to boost advisor education and increase your business.
- 2 FINRA-reviewed educational, customizable presentations with speaker notes
- Financial Advisor’s Guide to Savvy IRA Planning and 150 IRA Planning Questions Answered
- FINRA-reviewed marketing toolkit with PDF templates for posters, postcards and press releases
…AND MUCH MORE!
$1297
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