NEW SECURE ACT UPDATED!

Deepen Your IRA Knowledge, Learn Advanced Strategies for Lifetime RMDs, Avoid Rollover Mistakes, and Build Your Retirement Planning Skills…

• Get the technical and educational support you need to guide clients
• Learn key steps to respond to the “Death of the Stretch IRA”
• Understand new IRA inheritance strategies
• Incorporate smart RMD strategies based on the new Secure Act rules
• Understanding rollover rules that won’t blow up clients’ retirement
• Untangling multiple IRAs

Savvy IRA Planning is the industry’s only complete advisor and client education system that gives you:

• 4 client education presentations
• 1 CPA education presentation
•  2 Financial Advisor guides
•  Question/Answer forum
• Software discount: 10% off Holistiplan
• 12 CFP CE credits
• On-demand webinar training
•  Twice annual member update webinars
•  Monthly newsletter
• Client IRA education handouts
• Custom article reprints

Savvy IRA Planning® will be your guide to the wide-ranging retirement-related tax changes coming down the pike. You’ll get updates throughout the year including:

• Member-only webinars briefing you on new tax provisions
• Monthly newsletter explaining complicated and challenging IRA issues, especially new ones as they become law
• Updated client presentations and updated addendums to your Financial Advisors Guide to Savvy IRA Planning as Congress changes the rules

Yes, I want to build my expertise and service my clients and prospects with Horsesmouth’s Savvy IRA Planning client education program for $597. 

Your Savvy IRA Planning program includes:

TOOLKIT

Demonstrate your
expertise

Marketing Toolkit for Savvy IRA Planning ($299 value):

The toolkit is filled with tips, timelines, checklists and templates to plan, deliver and follow-up on your presentation events. It also gives you directions on how to use the Finra-reviewed marketing materials including customizable PDF templates for posters, postcards and a press release.

CLIENT REFERENCE

Perfect handout for
pre‑retirees

The Baby Boomer’s Guide to IRA Planning ($297 value):

A great reference to hand out to clients and prospects, this publisher reprint is a 4-panel, 2-sided, 8.5" x 11" reference that distills key IRA concepts into straightforward, easy-to-understand language. 50 copies mailed to your office. 

New Retirement Rules Card (FINRA-reviewed) ($297 value):

Client Handout

This full-color, 2-sided handout can be personalized with your photo and contact information. It covers all the main points in the presentation, making it a great take-home reminder or client touch. 

PRESENTATIONS

5 Client
Presentations

Presentation One: Strategies to Help You Save Taxes and Get More Out of Your IRA ($299 value).

Presentation Two: 6 Retirement Account Options Every Retiree Must Know: Picking The Right One After You’ve Left Your Job ($299 value).

Presentation Three: Savvy IRA Planning for CPAs: 10 Things CPAs Should Know About IRAs ($299 value).

Presentation Four: Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions ($299 value).

New Presentation

Presentation Five: The New Retirement Rules: Understanding SECURE Act 2.0 ($299 value).

Baby Boomers are hungry for education on navigating the complexities of their retirement finances. Once they attend your workshops, they’ll see the gulf that exists between their awareness and your knowledge and insights. These Finra-reviewed presentations include PowerPoint slides and talking points.

ARTICLE REPRINTS

Great for

drip marketing

Article Reprints – PDF ($485 value)

During your 12-month subscription period, you’ll have access to 7 Finra-reviewed article reprints about IRA topics.

Brand these informative and helpful article reprints with your contact information, photo and logo to create an instructive and memorable leave-behind for clients. Or post the articles on your website, or include them in your e-newsletter.

E-NEWSLETTER

Monthly
E-newsletter

Savvy IRA Planning Monthly E-Newsletter

IRA rules change all the time. That’s why your learning never ends. This informative monthly e-newsletter is the main tool to keep your insights fresh. It’s filled with answers to select subscriber questions on IRA planning, and scores of tips and news about the program and the complex world of IRAs.

COMPREHENSIVE GUIDES

The FA Guide to
IRA Planning

Financial Guide to IRA Planning ($297 value):

This 200+ page guide,  walks you through all the major aspects of smart IRA planning. It equips you with the technical knowledge and insights that you’ll need to educate clients and prospects about the value you will deliver minimizing the impacts of taxes on their retirement distribution.

150 IRA Planning
Questions Answered

150 IRA Planning Questions Answered: What Savvy Advisors Need to Know: ($299 value)

 This report (75+ pages) gives you specific answers to real-life, difficult IRA questions you and your clients will encounter. IRA experts spend much of their time researching and answering tricky IRA planning questions. Now you’ll have easy access to a body of questions you’ll likely face as you educate clients and prospects about IRA planning.

SEMI ANNUAL WEBINARS

View on-demand
training webinars

Subscriber-Only Update Webinars

Two times a year, Horsesmouth conducts a subscribers-only webinar to answer select questions about IRA planning and update you on any new developments in the field and in the Savvy IRA Planning® program. Webinars will be live and available for on-demand viewing at your convenience.

PRIVATE WEBSITE

Member's only
website

SavvyIRA.com Website

Gain instant access to presentations, marketing toolkits, article reprints, newsletter archives, training webinars, semi-annual webinars, CE exams and more –all the key elements of the program.

 

Special 10% discount
on Holistiplan software

SOFTWARE

Special 10% discount on Holistiplan software

HOLISTIPLAN allows advisors to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan brings tax planning to every advisor so they can bring it to every client. The future of tax planning is here.

12 CFP Credits

CE EXAMS

Take our online exam

Qualify for 12 CFP Continuing Education Credits. Certificate of Completion included. CFP Board notified within one month of passing exam. ($120 value)

12-month license

LICENSE

First Year License ($597 value)

Deliver Savvy IRA Planning seminar presentations to clients and prospects for 12 months. After your first year, renew your Savvy IRA Planning and get our annual program updates.

Demo includes:

• Client Workshop Presentations and Speaker Notes
• The Financial Advisor's Guide to Savvy IRA Planning
• 150 IRA Planning Questions Answered
• Educational Webinar Training Series
• Marketing Toolkit
• Article Reprints
• Newsletters
• Client Handouts
• Savvy IRA Planning Subscriber Website

Click here to sign up or call (888) 336-6884 ext. 1

Risk-Free GUARANTEE for Savvy IRA Planning

We think educating clients and prospects about IRA planning issues is so important to your community, your clients and your success, that we’re trying to make it as easy for you as possible to gain this important expertise. So here’s our promise:

Make Savvy IRA Planning a key client-education offering for your pre and post retirees and their friends and families. The coming baby boomer IRA rollover wave presents the biggest business development opportunity ever for professionals looking to solve tricky, complicated income-planning issues.

By helping people better understand the opportunities and pitfalls of IRA planning, you’ll be building trust and "peace of mind" among clients and prospects. They’ll be thankful for your guidance in putting together the retirement income-planning puzzle. That’s why I can make the following guarantee when I urge you to subscribe to Horsesmouth’s Savvy IRA Planning.

Learn the program. Present it to your clients and prospects. Use it one-on-one and in group settings—as a client education workshop. Do that for 12 months. If you’re not finding that your clients and prospects are extremely grateful to have a competent, confident and knowledgeable professional guide them through the ins and outs of IRA planning, we’ll completely refund 100% of your purchase price—guaranteed, no questions asked. Just call and tell us you’re returning all the materials to Horsesmouth at: Horsesmouth, 230 Park Avenue, 3rd Floor West, New York, NY 10169. Phone: 212-343-8760, Ext. 1.

Go Ahead and Sign-Up Now—There’s No Risk So Give It a Try

Yearly Rate: $597. Join Savvy IRA Planning for the one year. To save time, your membership will be renewed at the end of its term at $497 per year (you can cancel at any time). You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card information.

Your Savvy IRA Planning charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)