Welcome Financial Advisors

Retirement Advice Course

Adding participant-level retirement advice to your offerings gives you an advantage as an investment advisor.

Demand

Any individual retirement plan participant is a potential prospect. This large pool gives you an easy way to grow your client base.

Limited Competition

Few investment advisors offer retirement plan advice. So even individuals working with an advisor can benefit from advice on their company 401(k) plan.

Easy to get started

No need to prospect. Start by offering fund recommendations to your existing clients for their retirement accounts, annuities, or VULs.

Annuitize your revenue

Individual contributions and company matching provide predictable, consistent retirment plan account growth.

To get started

Select the lessons from the menu on the left. Each lesson should take just a few minutes to complete. Work through them at your own pace.

Please send any feedback to steve.affleck@investors-ai.com