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 to their customers. In order to meet this growing need, banks must quickly train their frontline personnel to sell and service these highly profitable, but complex, accounts.
With Introduction to IRAs, your staff will be prepared to help your customers understand the advantages of these retirement accounts.
Introduction to IRAs 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 information in an exciting, entertaining way. Introduction to IRAs 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 customers and will feel confident opening accounts at the Bank.
Introduction to IRAs may be customized for your organization, including the Bank's 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 customer 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.
To learn more about becoming Banker's Academy Certified in Introduction to IRAs Contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.
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Our front line was getting a lot of questions about IRA accounts from customers. This program helped us quickly train our staff to appropriately answer those questions and better serve our customers.
G.H.
Retail Training
Bank name withheld
