IRA Clarity Webinar Replay

How to Automate Rollover Suitability & Continuity of Advice

In the first webinar of this series, the discussion centers on the evolving IRA rollover industry, highlighting the significant opportunities available for advisors. With average retirement plans holding around three million dollars and many baby boomers taking distributions, it’s crucial to evaluate IRA strategies. The session introduces three distinct IRA solutions, focusing on suitability, compliance, and tools for effective rollover opportunities. Key speakers from Broadridge and PenChecks present innovative solutions like the Decision Optimizer and NextLevel IRA, which aim to streamline the rollover process and address administrative challenges. The webinar emphasizes the importance of engaging with clients and capturing outside assets to enhance wealth management.