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Course/Product Description

Title:

IRA Success Kit

Description:

IRA Success Kit
Learn From "The Best Source of IRA Advice"!

Why should you specialize in IRAs? Because that's where the money is - and where more of it is heading!

IRAs are a $10 trillion market - and an excellent way for you to find new and existing business!

This training program, written and delivered by Ed Slott, CPA - called "The Best Source of IRA Advice" by The Wall Street Journal - includes numerous IRA strategies and sales ideas.

Act today to capture your share of this market! You will:
  • Learn from the nation’s leading IRA expert
  • Prepare for unprecedented opportunity in the IRA market
  • Capture your share of nearly $10 trillion in IRA rollover assets
  • Outperform your competion with cutting edge IRA distribution strategies
  • Put the latest IRA tax strategies to work for your clients
  • Protect your clients from costly rollover mistakes
  • Generate more referrals in the IRA market
Highlights Include:
  • 25 IRA rules other advisors don’t know
  • Attracting and retaining the largest IRA accounts
  • How to increase your assets under management and retain them for 25 years
  • 7 ways to differentiate yourself from everyone else competing for IRA assets
  • How to stop competing on investment performance
  • Using the IRA beneficiary form to gain referrals
  • IRA strategies to increase your insurance sales
This Program Includes:
  • Complete 400+ page Course Manual
  • 6 DVDs
  • 10 Audio CDs
Don't wait to put your career in high gear. Get the edge on your competition with ideas you can start using the very next day!
About The Provider: Ed Slott was named as "The Best" source for IRA advice by The Wall Street Journal and called "America’s IRA Expert" by Mutual Funds Magazine.

Mr. Slott is the author of Your Complete Retirement Planning Road Map (Ballantine Books; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005), The Retirement Savings Time Bomb and How to Defuse it (Penguin; 2008) and Ed Slott’s IRA Advisor, a monthly IRA newsletter and he is a personal finance columnist for numerous financial publications.

He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA Planning section of The CPA Journal. Mr. Slott is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City.

Mr. Slott is often quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, The Los Angeles Times, The Boston Globe, Time, Newsweek, Fortune Magazine, Forbes Magazine, Money Magazine, Kiplinger’s Personal Finance Magazine, USA Today, Trusts & Estates, Bloomberg Personal, Medical Economics, Investor’s Business Daily, Smart Money and a host of additional national magazines and financial publications. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, National Public Radio, Bloomberg TV and radio. Mr. Slott is also an internet consultant to financial information web sites.
Price: $895.00
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Keywords For This Course:
IRA Rollover, 401k, 401(k), Rollover, Retirement



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