How to Work with a Vantage IRA Specialist
Your guide!
We want to partner with you as you embark upon becoming a Mega IRA Producer!
Our team of IRA Specialists are here to serve you by:
- Guiding investors through the alternative asset transaction process
- Sharing status updates each step of the way during a transaction
- Accepting retirement plan contributions and processing distributions
- Requesting all the necessary documents to process transactions
- Receiving investment income and paying investment expenses
- Free education that facilitates your clients’ knowledge of self-directed investment transactions