Wealth Management Training
Certified Health Savings Adviser
Welcome to the Rollover Self-Study:
Goals of the course:
Work Smarter to Win More Business with Low Exposure
Give Retirement Investors Better Choices
Who should take the course?
Financial advisors and all who service or support Rollover business.
Benefits of taking the course?
Examine alternatives for accessing the market
Develop pricing & profits from rollover business
Learn best practices for serving rollovers
Uncover strategies to limit exposures and how to implement them
Module 1: Smart Ways to Access Rollovers
Module 2: Smart Rollover Practices
Module 3: Smart Pricing
Module 4: Managing Exposures
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Time required for the course:
3 – 5 hours for advisors
Certification requires an exam that takes 30 minutes
Individual rate: $99
White label rates:
Up to 500 candidates: $10,000 per month
Unlimited use: $25,000 (includes private label packaging for use on service provider Website)
Customization and integration with a firm’s offerings are done at cost