IRA Solutions - Begin Sales Process—Notification/Education/Awareness

Whether you have direct or indirect interaction with your customers, your institution must be able to respond to their needs. You can begin to do this by gathering the information needed to start the IRA process—thereby helping applicants make the right choices for their situations. As part of this process, it’s essential for you to know the full spectrum of products and services the customer has with your institution. At this stage, it’s also important to provide marketing and educational materials about the products and services you have available.

Customer/Member Education Brochures

If you think changes to IRAs are difficult for you, imagine how complex they must seem to your IRA owners. And yet, they’re the ones who have to make the decisions about their investments and their financial future. Help them make informed choices with our easy-to-understand educational brochures that explain the latest changes to IRAs.

IRA Management Center®

If you’re still documenting your IRAs manually—or aren’t completely satisfied with the efficiency and ease of your automated solution—the IRA Management Center® solution offers a better way. It’s an online tool that helps make documenting IRAs easier and less prone to mistakes.

Marketing Programs

Our marketing programs help you get the word out and promote the latest changes to traditional and Roth IRAs and the Coverdell Education Savings Account. Now, we also offer marketing materials for Health Savings Accounts and IRA rollovers. Our programs focus on a specific group of savers and the benefits most relevant to their needs. Programs include brochures, direct-mail postcards, drive-up envelopes, newspaper ads, posters, statement enclosures, teller receipts, tent cards, radio spots, and/or television commercials.

Privacy Disclosures

Having a trusted resource for support and a disclosure that can be easily updated is important. Wolters Kluwer Financial Services can help you create professional, understandable disclosures and maintain them by helping you implement any new privacy regulations.