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Savvy IRA Planning with Ed Slott and Company

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Get the IRA planning expertise you need to educate clients and unlock retirement assets.

You're invited to join Savvy IRA Planning with Ed Slott and Company. This program is a comprehensive new resource designed to build your expertise and then get you in front of clients and prospects who need guidance on the complexities of financing retirement.

Go to Horsesmouth's website for more information and to order

The program includes:

  • 2 comprehensive guides that deliver knowledge and insight on the major aspects of smart IRA planning and answer 150 difficult IRA questions
  • 4-part webinar training series that details the key material within the program
  • 2 FINRA-reviewed presentations with PowerPoint slides and speaker notes
  • FINRA-reviewed marketing toolkit with PDF templates for posters, postcards and press releases
  • FINRA-reviewed reference for client and prospect distribution
  • FINRA-reviewed 5 article reprints that can be branded with your contact information, photo and logo
  • Private website with instant access to program elements
  • Monthly e-newsletter with answers to select subscriber IRA questions
  • 90-question online CE exams complete with certificate of completion. 12 CFP credits will be available starting in March.
  • Quarterly subscriber-only webinars
  • BONUS MATERIALS! 23 single-page IRA white papers, 5 copies of 3 IRA pamphlets and discounted in-depth assistance from Ed Slott and Company
  • First-year license to deliver the seminar presentations to clients and prospects for 12 months

Go to Horsesmouth's website for more information and to order

Price: $0