Help your clients invest in real estate tax-free
Americans have more than $7 trillion in their individual retirement accounts. The investments in those accounts may be underperforming, or your clients may be interested in diversifying their retirement portfolio with real estate. With the tightening of lending practices, self-directed IRAs are a great source for funding transactions. Smart real estate professionals understand the advantages of self-directed retirement plans. In fact, real estate is the #1 investment in self-directed IRAs.
Are you a Real Estate Agent?
How would you like to have something new to talk about with your clients, help them save for retirement, and position yourself as their trusted resource? Show your clients how they can invest in all forms of real estate and related assets with a self-directed IRA or ‘Real Estate IRA’. Self-directed IRAs give account holders more freedom, flexibility, and choice of how to invest their hard-saved dollars. They can expand and diversify their investment opportunities beyond the stock market, potentially get higher return and grow their retirement funds tax-free. With your help, your clients can invest in residential, commercial, vacant land, single-family properties, apartment condos, and other real estate-related assets.
When you incorporate the Real Estate IRA into your sales strategy, you can become an even more knowledgeable resource for clients who already trust you. Who else would they choose to represent
them in buying property for their self-directed IRA? Your client database is a gold mine of information. You know almost as much about your clients’ finances as they do. But they may not know about the advantages of investing their IRAs in real estate. Having that conversation is a great way to reconnect with clients who may not be ready to buy or sell their house, but might benefit from buying an investment property in an IRA to boost their retirement savings.
Mastering the opportunities in Real Estate IRAs can help you:
- Sell more properties
- Generate more referrals, leads, and repeat business
- Stand out from the competition
- Become a valuable resource for your clients
The AgentIRA Program
As a real estate agent, you help families and individuals find their dream homes. You help business owners find the ideal location for their enterprises, help your clients grow their retirement accounts with the help of Real Estate IRA. But who helps you plan and save for your dream retirement? The Entrust Group is now doing just that with its AgentIRA Program. It makes it easy for you to contribute a percentage of your sales commissions directly to an Entrust tax-advantaged, self-directed IRA. Even better, you can use the assets in your account to invest in what you know best: real estate.
Participating in the AgentIRA Program also gives you easy access to an exclusive array of educational materials, such as articles, videos, industry insights, live events, and industry reports. Once you understand—and experience—the advantages of self-directed IRAs you can pass that knowledge on to your clients and set yourself apart in the marketplace.
Are you a Real Estate Broker?
The AgentIRA Program allows brokers to offer a valuable benefit to their agents: a way to save for their own retirement, on their own terms.
“The AgentIRA Program is a powerful strategy for real estate brokers to attract and retain top talent. It’s also a way for them to help prepare agents for their future,” said Hubert Bromma, CEO and founder of The Entrust Group.
AgentIRA allows brokers to offer this valuable benefit, at no cost to the brokerage firm. The agents who participate pay a low annual fee, and have the freedom to manage their self-directed transactions.
It's easy to start planning and saving for your dream retirement.
Entrust may terminate the membership to program if your Account is inactive in any contiguous twelve month period as defined in the program requirements. Entrust may terminate the membership immediately if; a) the applicant fails to pass the ongoing checks performed by Entrust; b) the applicant becomes insolvent, becomes the subject of a bankruptcy or receivership proceeding, makes an assignment for the benefit of creditors, has substantial portion of its assets seized or attached, or is no longer authorized to conduct business; c) the applicant is (or will be) merged into or is (or will be) acquired by another entity that Entrust determines, in good faith, is not financially sound or lacks the experience, ability or capacity to perform the obligations required by this program. Entrust reserves the right to make changes to its B2B program at any time. Entrust also reserves the right to make changes to the products and services offered at any time. (ie. Type of accounts offered, fees, marketing, etc.). Upon any termination of this Agreement, Applicant will immediately return to ENTRUST, or at ENTRUST’s request destroy, all copies of ENTRUST Confidential Information in its possession or control or will certify to ENTRUST in writing that it has destroyed all such Confidential Information.