The Right Coach for IRA Inc.™
When we started The Annexus Group®, we literally interviewed hundreds of potential IMO and carrier partners to find the right match. We applied the same level of due care to choosing the leader for our IRA Inc.™ program.
Rex Voegtlin, was the only choice in our minds. He has successfully trained thousands of financial advisors in advanced planning concepts. He has a mastery of IRA planning that is unsurpassed. But most importantly for us – he uses what he teaches in his business every day to make sales and increase his assets under management. So this program has been tested and really works.
He is a personal producing IRA specialist, and will share his secrets of how he effectively began to specialize in IRA distribution planning.
"Rex might be the best teacher in the business today. His presentations are really 'edutainment' and the take-homes really work. He makes complex concepts understandable and usable. The Lifecycle flowchart really pulled everything together for me and my clients to see the benefits of IRA distribution planning"
JL July 2008
About Rex
Rex Voegtlin, MS, CFP, CASL, CAP has over 25 years of experience in the financial services industry, providing nationally sponsored continuing education for over 3,000 CPAs, Attorneys, and Financial Planners in advanced estate and retirement planning techniques. In addition he works directly with wealthy clientele, developing and implementing sophisticated estate and retirement strategies.
In addition to holding a B.S. degree from Iowa State University and a B.A. degree from Bob Jones University, Rex earned his Master of Science degree with an academic emphasis in retirement planning from the College for Financial Planning, a division of the National Endowment for Financial Education. He holds the designation of Certified Financial Planner™ professional and is a member of the Institute of Certified Financial Planners. Additionally, Rex has earned the designations of Chartered Advisor of Philanthropy®(CAP) and Chartered Advisor for Senior Living® (CASL), both conferred by the American College, Bryn Mawr, Pennsylvania.
Rex specializes in ascertaining the unique goals, objectives and values of the affluent, transferring these individualized client objectives into a systematic plan of action, and driving the plan to successful fruition. Successful strategy implementation is often accomplished through working with a team of highly specialized credentialed professionals and an impressively experienced support staff.
Rex has lived in central Iowa all of his life, residing with his wife, Karen, on their acreage near Des Moines. When not at work, Rex will likely be working around "the farm" with his German shepherd, Cinder, by his side.