Welcome to IRA Refresher Training!
I hope you have learned something from IRA Refresher Training so far. At the very least, I hope it has helped you to dust off some of the cobwebs from your immense store of IRA knowledge!
This website includes several word games involving IRAs that you may find interesting. Please take advantage of them! It also includes a quiz which every rep must take.
I know, I know. Try to contain your excitement, people! Please!
The answers to the quiz may be found in the Policy and Procedure Manual, or one of the handouts or e-mails you have received from me in the past few weeks.
If you’re feeling up to the challenge, take the quiz without referring to any of these materials. But it is “open book,” so if you get stuck, by all means, use the resources available to you! Either way, everyone needs to complete the final quiz.
Please remember two things as you go through all this…
1. Always refer a client to their tax advisor who can
advise them on their personal situation.
2. Don’t click on any of the links to Quia Home Page, it will log you completely out of this session. If you get stuck and need to return to this page, go back to the Brokerage Center, click on Training Center, and then click on IRA Refresher Training.