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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

5 Professionals Who Can Grow Their Business with Self-Directed IRAs

fin-pros-entrust-b2bEstimated reading time: 5 minutes

Did you know you can grow your business by including the flexibility of self-directed retirement plans in your strategy?

Whether you are a financial advisor or a CPA helping a client, a real estate agent, or an investment sponsor looking to raise more capital, you can grow your business by offering your audience a way to truly diversify their retirement portfolios and expand their investment opportunities.

To help you grow your business, we have developed The Entrust Group B2B Program. This program is designed to help you -- the business owner or professional.

Learn how to unlock retirement wealth within your existing network of clients and prospects through education when you sign up to learn more and invest in a new direction.

To give our readers a better understanding of the benefits, here are 5 financial professionals who can grow their business by introducing Self-Directed IRAs as an investing option to their clients:

1. Real Estate Professionals

Americans have more than $7 trillion in their individual retirement accounts. The investments in those accounts may be under-performing, or your clients may be interested in diversifying their retirement portfolio with real estate. 

With your help, your clients can invest in residential, commercial, vacant land, single-family properties, apartment condos, and other real estate-related assets. And best of all, these investments may help your clients invest in real estate tax-free. 

Mastering the opportunities in Self-Directed IRAs can help you:

  • Generate more referrals, leads, and repeat business
  • Stand out from the competition
  • Become a valuable resource for your clients
  • Add value to your relationships
  • Close more sales

When you incorporate Self-Directed IRAs 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.

2. Advisors

The 2007-2008 financial crisis has left investors, especially the Baby Boomers, worried, and even weakened.

The uncertainty of the stock market has made investors look for other ways to grow their hard-earned money, whether it is for their personal or their retirement funds. Offer your clients a way to truly diversify their retirement portfolios and expand their investment opportunities with self-direction.

If your clients ask about non-traditional or self-directed investments in their retirement account, are you prepared to answer them? Make yourself a trusted source, learn about Self-Directed IRAs today to be able to provide your clients all the tools they need for financial success. 

Whether you are a Financial Advisor, RIA, CFP, CPA, your goal is to help your clients have a successful financial future.

Boost your practice and gain new clients and referrals through your knowledge of self-directed retirement plans. Learn all about Unrelated Business Income Tax (UBIT), prohibited transactions, and more to position yourself as a trusted source, differentiating yourself from your competition and taking advantage of the opportunities arising.

Be ready to answer questions your clients might ask you, such as:

  • It doesn't look like I'll be reaching my goal with my current portfolio. What are my options?
  • What options are available to my beneficiaries? 
  • How can I potentially get a higher return on investment?

By answering these questions and building credibility, you may be able to attract more clients for your practice. 

3. Investment Issuers

A growing amount of capital is flowing from the traditional investment institutions to alternative investment institutions and marketplaces. More and more investors are interested in using their retirement funds as a funding source for those types of investments. Raise more capital faster with the help of Self-Directed IRAs.

To make funding easier for you, we have launched The Entrust B2B Portal, an online platform that allows you to raise capital by offering the ability to invest in your offerings with an additional source of funds to your investors: IRAs. Get access to additional funding sources and differentiate yourself from other funds in a very competitive industry.

The process is simple, fully automated and transparent. Register and invite your investors to invest in your offerings with a Self-Directed IRA at Entrust, at no cost to you. You and your clients will benefit. 

4. Investment Platforms

Is your investors’ buying power saturated? Stand out from your competitors and offer your investors the ability to invest in private placements with a Self-Directed IRA. We’ve already integrated with platforms such as Realtyshares, Hard Asset Alliance, which allow their investors to get access to an additional source of funds: IRAs.

The process is simple, fully automated and transparent. Provide the opportunity to invest in your offerings with a Self-Directed IRA to your investors by registering in our Entrust B2B Portal. It is an online platform that allow you to invite your investors to invest in your offerings with a Self-Directed IRA at Entrust.

How Entrust helps professionals and their clients

You and your clients will benefit from Entrust, whose 37 years of experience in the industry, have made us pioneer in self-direction. Our team of professionals understands the self-direction process first-hand, and they are here to help you explore your options.

Entrust professionals are regularly examined to ensure compliance with current state and federal banking requirements, as well as industry best practices. We keep ourselves up to date by participating in ongoing educational programs to ensure that the most accurate information is shared with clients. In fact, most of our staff holds the Certified IRA Services Professional (CISP) designation.

Entrust is a Self-Directed IRA administrator. We do not sell or promote any product or investment. Entrust develops educational resources that you can take advantage of to start nurturing or reaching out to your clients. We have created these tools to help you grow your business, allow your clients to diversify their retirement portfolios by investing in what they know, understand, and might generate higher returns over time.

Learn more about our B2B program here, or register in our Entrust B2B Portal here. 

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Self-Directed IRAs:
The Basics Guide

Learn about your investment options, Self-Directed IRA rules, and much more!

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