New Ed Slott and Company Resource, IRA Focus
10,000 Baby Boomers retire every day. IRAs make up the largest single share of the retirement market with an estimated $7.3 trillion in assets.
This isn't an imposing challenge for your business. It's an immense opportunity. So, how do you reach these individuals, help them navigate Uncle Sam, live the retirement of their dreams and leave a legacy for their heirs?
Ed Slott and Company has developed a new online resource that focuses on your education AND your business - drilling deep into one IRA topic each month, breaking down how the key concepts relate to your clients and prospects and transforming the expertise into a consumer-centric outflow piece you can use as educational and marketing outreach.
Knowing that IRS has changed a key IRA rule is only the first step. Answering, “What does this mean for my clients?” and creating outreach efforts around these rules and regulations completes the process of acquisition and retention.
Structure: All subscribers will be sent an email on the final Monday of every monthto inform them of that month's issue release, including a link to the subscriber access page. Subscribers can also view and obtain all new and archived material through their account on our website, IRAhelp.com.
This product is FREE for all members of Ed Slott's Elite IRA Advisor Group. Each issue can be found in the Multimedia section of the website's Elite Members Only area.
Content Citation Guidelines
Below is the required verbiage that must be added to any re-branded piece from Ed Slott and Company, LLC or IRA Help, LLC. The verbiage must be used any time you take text from a piece and put it onto your own letterhead, within your newsletter, on your website, etc. Verbiage varies based on where you’re taking the content from.
Please be advised that prior to distributing re-branded content, you must send a proof to [email protected] for approval.
For white papers/other outflow pieces:
Copyright © [year of publication], [Ed Slott and Company, LLC or IRA Help, LLC - depending on what it says on the original piece] Reprinted with permission [Ed Slott and Company, LLC or IRA Help, LLC - depending on what it says on the original piece] takes no responsibility for the current accuracy of this information.
Copyright © [year of publication], Ed Slott and Company, LLC Reprinted with permission Ed Slott and Company, LLC takes no responsibility for the current accuracy of this information.
For Slott Report articles:
Copyright © [year of article], Ed Slott and Company, LLC Reprinted from The Slott Report, [insert date of article], with permission. [Insert article URL] Ed Slott and Company, LLC takes no responsibility for the current accuracy of this article.
Please contact Matt Smith at [email protected] or (516) 536-8282 with any questions.