Turn Self-Directed IRAs Into New Client Conversations

Expand your knowledge, strengthen your client relationships and uncover new business opportunities with Beyond the Sale: Leveraging IRAs to Grow Your Real Estate Business. This complimentary digital bundle brings together an actionable marketing guide and an on-demand webinar developed by IRAR Trust Company for NAR members.

Together, these resources explain how self-directed IRAs, or SDIRAs, may be used for real estate investing and show you practical ways to introduce the topic in educational conversations with clients. You will learn the fundamentals, identify prospective client profiles and explore marketing tactics that can help you provide value beyond the transaction.

This Bundle Includes

• Beyond the Sale Marketing Guide: A downloadable guide covering SDIRA fundamentals, client identification, marketing ideas, educational resources, intake tools and client-facing materials.
• Beyond the Sale On-Demand Webinar: A recorded presentation that walks through the concepts in the guide, including the real estate IRA process, potential client profiles and practical marketing tactics.

What You’ll Learn

• How self-directed IRAs work and how they may be used to invest in real estate
• How to recognize clients who may benefit from learning about SDIRAs
• How to use email, social media, events and client consultations to start educational conversations
• How to access checklists, guides and other resources that support more informed client discussions
• How to position yourself as a knowledgeable resource while staying within an educational—not advisory—role

Who This Is For

This bundle is designed for NAR members who want to better understand real estate investing through retirement accounts and add a new educational topic to their client outreach. It may be especially useful for professionals who work with real estate investors, business owners, clients with substantial retirement savings, people changing jobs or clients relocating during a major financial transition.

About IRAR Trust Company

IRAR Trust Company is an NAR REALTOR Benefits® partner and a provider of self-directed retirement plans. IRAR provides administration, educational information and tools designed to help clients understand self-directed retirement accounts and related real estate transactions.

Format: Digital download. This bundle includes a PDF marketing guide and a downloadable ZIP file containing the on-demand webinar recording.

Important: These materials are provided for educational purposes only and should not be considered investment, tax, financial or legal advice. IRAR Trust Company does not provide investment advice or endorse investments. Individuals should consult qualified legal, tax and financial professionals before making investment decisions.