IRA Rules Every Banker Should know

And IRAs can be the largest savings accounts U.S. savers maintain. Getting them to open those accounts with you in the first place, maintaining their trust in your management, and capturing their other retirement savings should be every financial organization's goal. As such, every accountholder-facing staff member should have at least a conversational knowledge of the IRA products they offer. Does that include you? If so, participation in this course will provide the foundational information you need to "talk the talk." Being conversant on IRAs at a basic level will instill confidence, giving them just one more reason to bring (or keep) their retirement savings (and more) with you.