Advanta IRA Announces Success of Ongoing Client Referral Program

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Advanta IRA is a self-directed IRA administrator that provides exceptional professional and personal service to clients across the nation. The firm’s client referral program has been successful in the past and is popular with loyal clients who want to save money on their own admin fees and help spread the word about self-direction.

Advanta IRA, self-directed IRA
We have received a satisfactory number of new client referrals due to this program, which tells us it is successful in helping us educate people about self-directed IRAs.

In an effort to find a way tell others how a self-directed IRA can help build retirement wealth, as well as to thank clients for their loyalty, Advanta IRA offered their client referral program again beginning in January. 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 plan adminstrator by a new client who opens an account, 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, the administrative fees of IRAs for those who handed out redeemed vouchers can be offset completely the following year.

“We have received a satisfactory number of new client referrals due to this program, which tells us it is successful in helping us educate people about self-directed IRAs,” says Jack Callahan, managing partner of Advanta IRA Services in Florida and Advanta IRA Administration in Georgia. “The program ends on May 31, so those who want to participate still have ample time to do so.”

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. Self-directed accounts are becoming more popular, as investors realize the importance of being in control of their own investment choices.

These accounts 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.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over ten years, providing administrative service to owners of self-directed IRAs across the nation. Advanta IRA Administration offers a second location in the Atlanta, Georgia area. Both offices are managed by Jack Callahan, J.D., CFP™. Advanta IRA offers classes, seminars and other educational tools designed to assist clients in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.

About Jack Callahan

Jack M. Callahan, J.D., CFP™, is the managing partner at Advanta IRA Services in Largo, FL and Advanta IRA Administration in Atlanta, GA. Jack established the corporate office, Advanta IRA Services, in 2003. Prior to that, Jack delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on the topic of self-directed retirement plans and an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.

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Larissa Greene
Advanta IRA Services, LLC
(800) 425-0653 Ext: 1140
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