The Inspira Advantage

Inspira gives Advisors and TPAs the power to capture assets that would normally roll over to a competitor's IRA platform. Our IRA rollover program requires no ongoing financial investment and virtually none of your time once the it is up-and-running.

Voluntary or Self Directed IRA Solutions.

Automatic Rollover IRAs Plan Termination Program Complete Outreach Program The Participant Experience

Voluntary Rollover IRA Solutions

Inspira can create your own rollover solution with zero ongoing cost to your firm and virtually no investment of time or resources.

The advantage of using Inspira’s Voluntary Rollover IRA solutions:

	Typical Rollover Solution
Annual Referral Fee on every account	One-time referral fee
Complete participant outreach program	Limited participant outreach
Complete Plan Sponsor outreach program	Limited Plan Sponsor outreach
Customized solutions available	Only one standard solution
No volume requirements	Require a certain amount of activity
Inspira never competes with you	Gives rollovers to your competitors
Open architecture solution	Limited fund options

And with Inspira you can choose between three (3) different solutions:

Total IRA: Our house brand, and the easiest way for your firm to generate revenue from IRA rollovers
Private Label: Same funds and fee schedule as Total IRA, but with your name, logo and color scheme
Custom Solution: You select the funds and set the fee schedule, we design your custom website

What about the participant?

At Inspira, we understand that participants have many options for establishing an IRA. We are committed to giving them the best accountholder experience possible.

Voluntary Rollover IRA Solutions

The advantage of using Inspira’s Voluntary Rollover IRA solutions:

And with Inspira you can choose between three (3) different solutions:

What about the participant?

Click here to learn more about our 3 different products, or call us to get started today!