IRA News & Tips (IRA Rules, Regulations, Tips: In Plain English )
Newsletters from you to your clients. For use by financial, tax and legal professionals.
Includes an Advisor Guide:
Order Form Attached Sample Issue
It is a well know fact that professionals like yourself can experience an increase in client satisfaction and client retention through regular, relevant and useful communication. The dilemma is how does someone as busy as you are provide this much needed communication? We have an easy solution for you. The IRA News & Tips Newsletter.
You can use The IRA News & Tips Newsletter to:
- Remind your clients of upcoming dealings that apply to their IRAs,
- Make your clients aware of issues that could affect their retirement accounts,
- Encourage potential clients to contact you.
The IRA News & Tips Newsletter is published on a quarterly basis, and features seasonal and topical issues concerning IRAs and employer plans. The frequency of the newsletter is sufficient to keep you in the forefront of your customers’ minds, without seeming to over communicate.
Priced affordably, our flexible options allow you to either purchase a single issue, or purchase an annual subscription.
Includes an Advisor Guide:
Tips and explanatory notes on the topics covered. This can help you to anticipate and respond to related questions from your clients.
- Send them to current and prospective clients
- Keep them in your office or waiting room
- Use them as an means of networking within your professional community
