Why Do You Need IRA Training?
With a steadily aging population, growing concerns about the stability of Social Security and fewer companies offering pension plans, IRAs have become the retirement product of choice. Today’s financial market is extremely competitive with companies, banks, credit unions, etc., all offering IRAs. In order to meet this growing need, credit unions must quickly train their frontline personnel to sell and service these highly profitable, but complex, accounts.
With Introduction to IRAs for Credit Unions, your staff will be prepared to help your members understand the advantages of these retirement accounts.
Introduction to IRAs for Credit Unions is the key to fulfilling all your IRA Training needs. Learn more by contacting one of our qualified representatives by clicking here. Or call, toll free, 888-433-2666.
What’s Covered In The Course?
- How IRAs Work
- IRAs Features and Benefits
- IRA Products
- IRA Resources
- Economic Growth and Tax Relief Reconciliation Act (EGTRRA)
What's The Course Like?
This course is an eLearning program that presents nformation in an exciting, entertaining way. Introduction to IRAs for Credit Unions teaches everything your employees need to know - from basic product knowledge, to identifying and selling prospects, to understanding and communicating contribution and distribution requirements. With this knowledge, your employees will become trusted sources of expertise to members and will feel confident opening accounts at the Credit Union.
Introduction to IRAs for Credit Unions may be customized for your organization, including your products, policies and procedures, or it may simply be branded with your logo. Text, graphics and sound, coupled with interactive scenarios, motivate the learner while increasing comprehension and retention.
What Are The Benefits?
- Increased IRA sales
- Improved member service.
- Increased employee understanding of IRAs.
Begin reaping the benefits. Contact one of our qualified representatives by clicking here. Or call, toll free, 888-433-2666.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm’s own Learning Management System (LMS), or through any third-party LMS.
We needed to remain competitive in our marketplace and launched a new line of IRA accounts for our members. Introduction to IRAs for Credit Unions allowed us to quickly train our staff to sell and service these accounts.
F.R.
Retail Administration
Credit Union name withheld
