Advanta IRA Offers Client Referral Program in an Effort to Educate Investors on the Benefits of Self-Directed IRAs

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Advanta IRA empowers investors by providing quality educational tools and information regarding self-directed IRAs—accounts that allow investors to choose alternative assets to build retirement wealth. Their client referral program has been successful in the past and requested by loyal clients who want to save money on their own admin fees and help spread the word about self-direction.

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Our client referral program is just one more way Advanta IRA strives to educate individuals on the benefits of self-directed IRAs and also to thank clients for doing business with us.

Advanta IRA is a self-directed retirement plan administrator that provides exceptional professional and personal service to clients across the nation. Self-directed accounts are becoming more popular, as investors realize the importance of being in control of their own investment choices. Self-directed IRAs allow a myriad of alternative investments such as real estate, notes, mortgages, tax certificates and liens, precious metals, private placements and more. Investments are made solely at the discretion of the account owner and are based on the account owner’s knowledge and comfort level of each investment.

In an effort to find a way to emphasize to others how self-directed IRAs can help build retirement wealth, as well as to thank clients for their loyalty, Advanta IRA is offering a client referral program again this year. This program encourages current clients to discuss with others the advantages and benefits of self-directing retirement plans and other accounts. Clients are given a referral voucher to present to friends, family, and other investors interested in self-direction. Once a voucher is presented to the retirement firm by a new client who opens an account with Advanta IRA, the existing client receives $50 off future administrative fees and the new client is entitled to $25 off the initial administrative fee of their new account.

If existing clients refer enough new clients to Advanta IRA, the administrative fees of IRAs for those who handed out redeemed vouchers can be offset completely the following year—meaning, their IRAs have the chance to be administrated for free.

"Our client referral program is just one more way Advanta IRA strives to educate individuals on the benefits of self-directed IRAs and also to thank clients for doing business with us," say Jack Callahan and Dave Owens, both managing partners of individual Advanta IRA locations located in Florida, Georgia, and Massachusetts.

The firm offers cutting-edge educational courses and other curriculum designed to teach investors about the vast investment opportunities permissible in self-directed IRAs. Webinars, other live events and speaking engagements are provided at no cost to investors and other individuals who wish to participate. Visit http://www.advantaira.com/events for a full calendar of upcoming events.

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Scott Maurer
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