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.
| Go a step above offering members IRAs |