Training and marketing for financial advisors and insurance agents.
IRA Inc.™ is a proprietary marketing program from The Annexus Group®. The key differentiator between IRA Inc.™ and other IRA training programs is that our program not only provides the technical background advisors need to spot IRA planning opportunities, it gives them the sales and marketing tools to turn knowledge into profitable business.
Don't miss sales or lose clients because you don't know:
- How to build your practice using the IRA Inc.™ beneficiary audit
- Why Roth IRA Conversions and Re-characterizations must be revisited
- How to use the IRA Inc.™ pre- & post-mortem RMD Flowcharts
- Which qualified plan options are now open to non-spouse beneficiaries
- What sales opportunity the RMD suspension for 2009 presents
- How to have your client synchronize their IRAs with their estate plan
- And much more…
"Learn More, Sell More."