April 15 is just around the corner. Take your IRA business to the next level with the IRA producer playbook.
This is the busy season for Individual Retirement Accounts. With April 15 looming, IRAs come into focus not just as a good way to accumulate long-term investment dollars but as one of the few means to reduce taxes after the tax year is over.
Our new IRA Playbook provides you with information that gives you a working knowledge on each of the individual and business IRA solutions and tips on what a top prospect looks like. And, the pre-approved consumer marketing materials are intended to help you open doors to conversations with new and existing clients.