As an expert in your field, you know that creating a truly diversified portfolio plays an important role in your client’s retirement planning. Gaining insights into how tax-deferred alternative asset strategies can work to your client’s advantage can build greater credibility for you.
Collaborate with Vantage to offer educational programs which illustrate the immense advantages of tax-deferred and tax-free investing. Register for or sponsor one of our FREE Workshops and gain knowledge about the flexibility of a self-directed retirement account. Every week we offer financial intelligence without a sales pitch to help you differentiate yourself from your competitors.