Three Tiers of Training
The IRA Inc.™ marketing program includes three tiers of training:
IRA Inc.™ Advisor:
An entry level training for advisors who occasionally do IRA Planning for clients. Takes place on Thursd
ay afternoon before The Annexus Group® Summit. The fee is $295 and can be reimbursed after submission of $250,000 premium. Register as an add-on for the Summit.
Description: Program covers Required Minimum Distributions, Roth IRA's, and the Stretch IRA Biz Builder™. An IRA Inc.™ Advisor hard bound course book is included with copies of the training material, flowcharts and the Annexus Stretch IRA Biz Builder™.
Key Points: Focuses on RMDs and Stretch IRAs. Little known fact: 80% of all retirement plan beneficiary designations are missing, incomplete or inaccurate.1 This opportunity is why IRA Inc.™ Advisor Training will help advisors open new doors and close larger cases in their target market.
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IRA Inc.™ Specialist:
This is a comprehensive technical and sales training for advisors who target or want to target the IRA marketplace. Seasoned professionals and advisors who have attended other national IRA training will greatly benefit from this two day, 8 hour program. It is not necessary for seasoned professionals or advisors who have attended other national IRA trainings to attend the Advisor training before they attend the IRA Inc.™ Specialist program. The tuition fee is $695.
Description: Topics include an in-depth study of Required Minimum Distributions, post-mortem RMD planning, spousal rollovers, Roth IRA's, Substantially Equal Payments (72t/72q) and distribution investing. Attendees receive a hardbound course book with copies of all the training materials, and a set of planning flow charts for use in client planning meetings. In addition, they will receive a copy of the Natalie Choate's "Life and Death Planning for Retirement Benefits", and a Consumer Seminar PowerPoint Presentation. Value exceeds $3500.
Key Points: 80 million retiring baby boomers are putting over $10 trillion in motion. New IRA accounts are the largest category of new business for top advisors. The Annexus Group® IRA Inc.™ Specialist Training gives the advisor the broad tax and retirement planning knowledge they need to capture these accounts. But more than that, Annexus' top advisors are calling this program the best they have attended because it offers practical, everyday sales training that is helping grow their business.
Click Here for more information on the Specialist including testimonials and a detailed outline.
IRA Inc.™ Master:
Advanced training for estate planning oriented advisors seeking to build strategic alliances with other professionals.
Description: Experienced IRA Planning specialists will find the curriculum challenging and enlightening. This two day, 8 hour program will focus on advanced life insurance, estate planning, large case development and charitable IRA planning strategies.
Key Points: Building strong referral sources among attorneys and accountants, who are the gatekeepers to large accounts, requires a special level of training and knowledge. The Annexus Group® IRA Inc.™ Master Training offers advisors the training to apply advanced estate and tax planning to the IRA market. This program will help advisors build stronger strategic alliances and open new doors to larger cases and increasing your business.