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
- 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.