IRA Programs for Non-Profit Organizations
An IRA Program from Inspira is the revenue stream that your Non-Profit has been missing.
With Inspira, you can offer your members and donors the added value of a retirement vehicle at no cost to you, and Inspira will pay you for every account established each year it remains in the program.
Plus, donors have the option of naming your Non-profit as the beneficiary on the account.
Whether your membership consists of small businesses or individuals, Inspira can help. You can offer small business IRA programs such as SEP, SIMPLE or Payroll deduction IRAs to small businesses or simply have individual members open a Traditional or Roth IRA with an organization they trust – yours.
Getting started with Inspira is easy, requiring virtually no time or resources on your end. Once you’re program is up and running, your members can open their small business IRA plans or individual accounts online in minutes. Plus, we provide your company with any necessary marketing materials.
Inspira also acts as your new IRA’s customer service center, so your staff won’t be bogged down with phone calls. We offer a full-time call center as well as e-mail assistance for your members..
Want to get started?
- Sign up to offer an IRA program through Inspira
- Distribute the marketing materials provided by Inspira
- Inspira will pay you annual referral fees on every account
We also offer Private Label or Fully Customized Solutions. If you already have a book of IRA business, we may offer a better servicing and sales solution.
To find out more about how Inspira's can benefit your association, give us a call.
1-877-472-1872
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