June 4th Self-Directed IRA Course

June 4th Self-Directed IRA Course
Hello Josh
Would you be able to give me a few minutes at this months meeting announce a workshop I want to give.  June 4th  location to be determined.
WHAT THIS CLAS IS:  This class designed for real estate investment providers.  Many real estate investment providers have specific systems for investors. This class is so they can integrate the utilization of an investors 401(k) or IRA for your specific investment.
WHAT THIS CLASS IS NOT:  We will not be going into much depth about the laws and definitions of the various IRAS .We will touch on this  bur this is more of a workshop to tailored to your program to an investor to include the option for the investor to us an IRA.
Obstacles we will over come
1) The client is unsure about this mechanism and wants to know more about it
2) You are dependent on your client doing the work to open the IRA and doing the transfer on their own.  If they fail to do so, or not in a timely manner, you may loose the deal and the client.
3) You don’t like the fact that the close cannot happen in one meeting because they need to get the IRA nd transfer their funds.
4) You know a great deal about IRAs but you are not sure of the best way to educate your clients
Participants will be given the right paperwork, educational tools, and handouts customized for the type of deal you offer.
Deal providers will have
  • Materials and knowledge to educate the client on how the self directed IRA works and the laws guiding it.
  • The paperwork so the client can open an IRA in your office.
  • The paperwork so the client transfer their funds from their other retirement account to their new IRA while in your office.
  • Paperwork and educational material so the client can stay compliant to the IRS laws for their deal.
  • New Direction IRA rate sheets and cost customized to the deal you offer.
  • Hard copies of the papers.
  • 3 ring binders with sheet protector to hold our paperwork AND YOUR’S for one seamless collection.
  • A CD that will have All the forms you will get at the class
    • All the forms and papers you get at the class
    • Letters you can customize
    • Letter to the client on what to bring to the meeting, and template for the most common questions you will get.

What participants need to bring.

  • A check.  There is no charge for the class but students will pay for the materials they take.  (Figure 20-30 dollars)  Since this will be custom I cannot quote on what you will take.
  • All the paper work you currently use with investors  .I.E. Mortgages , notes, anything they have to sign or any educational information
  • (Optional) Bring a laptop to to work on customizing your papers.
Hopefully there will be great participation as well.

Scott Davis scott.davis@ndira.com (877)742-1270 xt 145


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