Why Choose Inspira?
Inspira gives Financial Advisors the power to capture assets that would normally be rolled over to the competition with their own free IRA product. Plus, you can lower your clients' plan cost and give their former participants the best possible IRA experience.
 Inspira for Financial Advisors

IRA Solutions for Financial Advisors

Tired of losing IRA rollover accounts to competitors?

With Inspira, enhance your IRA rollover capture rate and realize significant increases in revenue.  If you are like most advisors, approximately 1% of all plan participants rollover assets from their retirement plans monthly.

With Inspira, you are in a prime position to work with your clients to capture those rollover accounts.

Inspira provides you with a variety of IRA options and even does the employee and plan sponsor marketing for you.  We have voluntary and automatic rollover solutions that will work within your business strategy.  Best of all, you will be enhancing your value to your plan sponsor clients by lowering plan costs and reducing the liability and additional work required to service the accounts of former employees.

With our Automatic or Voluntary IRA Rollover solutions, you continue to get paid on each account as long as it is serviced by Inspira. Even if you already have a book of IRA business, Inspira may offer a better servicing and sales solution.

You can choose from an unbranded solution, a private label solution or Inspira’s unique ability for you to create a customized solution.  Click here for more information on these various options. Also, if you have a certain account size that you would like to talk to personally, Inspira can help you market to those accounts while generating revenue for you from smaller accounts.

Inspira can also provide advisors with Payroll Deduction, SEP and SIMPLE IRA programs.

No matter what solution you choose, they all come with:

  • Online account access
  • Unlimited trades with no trading fees
  • A toll free call center staffed with IRA customer service representatives

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. Click here to learn more.

Call Inspira today to start increasing your annual revenue.

1-877-472-1872