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Go a step above offering members IRAs


The average consumer needs guidance when it comes to retirement accounts, but few financial providers leverage the opportunity to 'wow' the investors they serve with the answers they seek. You can do just that, by attending The League's October 10 workshop in Wisconsin Dells: IRAs – a Step Above for 2012-2013.


Consultant John Baptista, a 30-year trainer who was ranked by peers in the financial services industry as a top customer service performer, prepares you to answer typical member questions.


You'll also learn about:

  • What's changed with IRAs since 2007

  • What's coming in 2013

  • Handling rollovers, transfers and conversions

  • Figuring RMD

  • Promoting IRAs

  • Understanding old vs. new money

  • Giving advice without giving advice

  • Finding answers online, and much more.


Register now, or contact Judy Phillips at (262) 408-6020 for more information.

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