Enjoy a seamlessly Integrated IRA Rollover Solution

When your accountholders interact with Inspira's IRA solution online, they encounter a web site that blends seamlessly with your company's branding and messaging. This allows your business to strengthen relationships with clients and maintain their trust. Inspira's solution lets you offer a valuable IRA solution without sacrificing your brand or losing clients to the competition through:

  • Automatic rollover brochure and materials
  • Plan sponsor enrollment kit
  • Brandable marketing brochure
  • Outreach campaign to record keepers
    • Email
    • Postcards
    • Phone campaign
    • Conference Attending
    • Conference Vending
    • Advertising

Comprehensive products and services give you an edge on the competition

Inspira gives you the tools necessary to offer your own IRA program. We provide you with a transparent, online IRA management solution that allows financial organizations of any type or size to break away in the IRA market quickly and cost effectively.

More specifically, we offer the following products and services:

Total IRA

The basic package gives you access to our Web site TotalIRA.com, where your current and prospective accountholders can use the site to get basic information and enroll in an online IRA account. The Web site content is created and maintained by Inspira and updated as Inspira deems necessary to meet the needs of accountholders. Inspira also creates a predetermined list of funds and fee schedule for clients.

Private Label

The Standard Private Label allows you the ability to add your company's logo and name to the TotalIRA.com Web site. With this package, you can add your business name to the URL with a backslash (www.TotalIRA.com/YourBusinessName), as well as change the logo, contact information and color scheme. You'll also have the ability to set up your own funds and fee schedule with this package. Like the Total IRA package, the content is also provided and maintained by Inspira and not edited by the client.

Private Label Plus

The Standard Private Label Plus gives you even more flexibility to change the standard TotalIRA.com Web site to meet your branding needs. Like the Standard Private Label package, you can change the logo, contact information, color scheme and set up your own fund line-up and fee schedule. However, with the Standard Private Label Plus, you are provided with the basic content for TotalIRA.com to modify as you deem appropriate. The content is static and unchanged by Inspira. As a result, your organization, not Inspira, is responsible for instituting updates.

Fully Customized

The Customized Private Label is the ultimate solution to your IRA needs. With this package, Inspira will mimic any look or feel desired for your Web site. This solution allows your brand and the TotalIRA.com Web site to blend seamlessly together. With this package you can add your own logo, color scheme, contact information, set up your own fund line-up and fee schedule and include whatever content you deem appropriate. You can also have your own domain name rather than use the standard www.TotalIRA.com/YourBusinessName. Beyond these customization options, Inspira will meet any criteria or brand guidelines your company has in order to make the Web site entirely yours as well as work with you to modify and maintain your content.

Call Inspira today at 1-877-IRA-1TPA (1-877-472-1872) or e-mail Inspira at sales@inspirafs.com and let us simplify your solution.