IRA Outsourcing for Existing IRA Providers

Rolling out your business's IRA product was the right idea at the time. Unfortunately, the maintaining it has become cumbersome, and your margins have deteriorated to the point where it is no longer profitable.

Inspira's solution can help.

By outsourcing those IRAs to Inspira, you can save money and return your focus to your core business while still giving your accountholders a great investment experience.

Inspira's Outsourced IRA solution can:

1. Duplicate your current program: We can mimick the look and feel of your existing IRA program so that your accountholders will hardly notice a difference.
2. Act as the IRA customer service center: Our full-time call center takes care of your customers and assures that your staff won't be bogged down with phone calls.

Inspira handles all aspects of operating the IRA – recordkeeping, marketing outreach, client and accountholder support – while you enjoy the revenue.

Participants receive:

• A safe harbor fund that currently pays 1.75%
• An IRA with unlimited free trades and no loads
• A fund line-up screened by an investment professional
• Free investment tools including an Investment Guide to help make investment decisions
• No account minumums - We accept auto rollovers under $1,000
• Account access online and through a Voice Response Unit
• Call center access to trained IRA professionals

Contact Inspira today to start improving your margins.