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THE IRA LEADERSHIP PROGRAM™ OVERVIEW
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The IRA Leadership Program™ helps you achieve your corporate objectives by becoming a recognized IRA leader in your industry. Created by Ed Slott, The IRA Leadership Program™ will help you make more money and enhance your reputation, attract and retain great advisors and clients, and achieve and exceed your corporate objectives.
"Most financial institutions think they have successful IRA marketing programs, but they be unwittingly setting themselves up for an IRA distribution disaster," says Slott. "They may be making catastrophic mistakes with their IRA accounts and creating a potential financial disaster for the families they work with and for their advisors. Due to their focus on asset accumulation, they may not be keeping up with the changes in IRA rules and not be taking advantage of effective distribution strategies such as Stretch IRAs.
As a result, their clients may be subject to unnecessary and excessive taxes and potential penalties upon distribution. These financial institutions may not be anticipating their clients’ negative reaction to these distribution problems and may end up getting sued. As well, they may miss out on an opportunity to accumulate even more assets with client families. Overall, they may believe they are doing the right thing in the IRA market, but they may be creating huge long-term problems for themselves. That's why we created The IRA Leadership Program™: to help you achieve your corporate objectives by becoming a recognized IRA leader in your industry."
The IRA Leadership Program™ is a step-by-step process divided into three distinct stages. In stage one, we help you assess your current situation and set goals. Working together in stage two, we help you develop strategies and an IRA Leadership Plan™. In stage three, we help you develop an IRA Leadership Team™ and implement your plan.
"I developed this process working with dozens of financial institutions," Slott says. "I help them understand their current situation, both strengths and weaknesses, and help them create clear IRA goals for the future. Then we look at the roadblocks standing in their way, develop strategies to overcome them, and review all of the tools to help them achieve their vision."
To help you get started with our process, you can participate one-on-one in The IRA Leadership Workshop™. During the session, you work with us through the first stage of our process. When you've completed the session, you'll be ready to participate in The IRA Leadership Program™, designed to help you develop and implement your IRA Leadership Plan™. You can also take advantage of The IRA Leadership Toolbox™, our full suite of tools and capabilities.
"When you have completed the process, you will have achieved your corporate objectives by becoming a recognized IRA leader in your industry," Slott says. "You will have grown the reputation that your company and advisors know how to best manage and retain IRAs. You will have eliminated mistakes and you will be keeping current with all changes in IRA rules. You will be attracting more high-quality advisors, and you will be able to claim that your advisors are the most educated IRA advisors in the industry. You will have protected your company from lawsuits.”
“You will also have happier clients and you will be getting more referrals. You will be attracting more IRA clients and beneficiaries. You will be generating higher fees for your IRA advice and people will be willing to pay more to work with you. You will be getting great publicity and you will stand out from your competitors. You will be getting recognition for your new ideas and the special IRA process that you offer. You will be able to focus more resources on providing even higher value to your customers and advisors. And, most importantly, you will be making more money and enhancing your reputation, attracting and retaining great advisors and clients, and achieving and exceeding your corporate objectives."
Does your company want to be a recognized leader in IRAs?
Contact Us via the Online Form or Call 800-663-1340
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