Rollover Self-Study

How to Succeed with IRA Rollovers by Really Trying

Goal of the Course

• Work Smarter to Win More Business with Low Exposure
• Give Retirement Investors Better Choices

Who should take the course?

• Financial advisors and all who service or support IRA Rollovers

Benefits of taking the course:

• Examine alternatives for accessing the market
• Develop pricing & profits from rollover business
• Learn best practices for serving rollovers
• Uncover strategies to limit exposures and how to implement them

Course content:

• Module 1: Smart Ways to Access Rollovers
• Module 2: Smart Rollover Practices
• Module 3: Smart Pricing
• Module 4: Managing Exposures

INTRODUCTORY RATE: The Individual Rate for Rollover Self-Study will be $99.