6 Options Available for Distribution From Company Plan

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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



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


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