Thank you for downloading your Backdoor Roth IRA Guide!
Please click the button below to download
Download Your Guide
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 | 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 | 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 |
