If you think it’s hard to find the time to train new employees and keep existing staff current on the IRA rules and regulations, you’re not alone. Training means time and  money, and these days both are in short supply.

That’s why we’re proud to introduce IRA Express Training, a whole new line of video tutorials that let you and your staff get up to speed on all aspects of IRAs quickly, conveniently, and without ever leaving the office!

u Boost confidence and add to your employees' skills

u The competitive edge you need to
keep existing accounts and bring in lucrative new business

u Cost-effectively train your entire
staff – at one, low affordable price

u Watch and learn anywhere, anytime –
on your laptop or desktop

u Geared to all IRA skill levels – novice
and veteran staff alike

u High-quality, professionally crafted
video tutorials that engage and hold
your interest– no "talking heads"

 

u Virtually eliminate travel expenses and scheduling conflicts

u Reproducible outline/handout material included



Six full-length, step-by-step video IRA tutorials!



IRA Contributions and Deductions

Taxation of IRA Distributions


IRA Rollovers and Transfers

Lifetime Required Minimum Distributions


Rollovers Between IRAs & WRPs

Death Distributions

IRA Express Training