Spot the Flow Business You May Be Missing

Our school district employees have braved unprecedented times. But, for some, there’s more hardship to come. As school districts are required to tighten their belts, a significant number of employees will be laid-off or forced to retire early.

In this time of extraordinary change, it is critical that they make prudent decisions to ensure their retirement dreams remain intact. This is where you come in.

Now is the time to reach out, ask questions, educate and provide solutions that will give them peace of mind that their retirement accounts are guaranteed against market loss and is still working for them.

We know that these are difficult conversations.

To help your clients navigate this time of uncertainty and to assist them in making prudent retirement planning decisions, we are now providing IRA rollover training for the K-12 market.

Visit the IRA Landing Page