Business Resource Meeting - Self Directed IRAs with Bill Neville

1 Marina Plaza,Antioch CA 94509

08 October, 2021

Description

How Savvy Agents Sell More Properties with Self-Directed IRAs “Time is money” says the proverb, but in real estate, it’s a struggle to have enough time in your day to close more sales. Chances are, most of your clients have an IRA for their retirement savings, which can be used to invest in real estate. With the help of self-directed IRAs, you can sell more investment properties using your existing database, generate more referrals and repeat business. Stand out from the competition by educating yourself about self-directed IRAs and become a valuable resource for your clients. Attend this session and learn how to tap into the $7+ trillion retirement wealth market by showing your clients how to invest in real estate tax-free. About the Speaker:Bill Neville joined The Entrust Group over 10 years ago through his initial role as Manager of Operations for the company’s franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust’s educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company’s growth and success and is currently the Business Development Manager for Entrust’s San Francisco Bay Area office. Bill Neville, Business Development ManagerCertified IRA Services Professional (CISP)The Entrust Group t 800.392.9653 x237 | d 510.587.0950 x237 | f 510.587.0960555 12th Street, Suite 900, Oakland, CA [email protected] | Connect with us: Facebook | Twitter | LinkedIn https://www.theentrustgroup.com/ The Mission of the Women’s Council of Realtors® We are a network of successful REALTORS®, advancing women as professionals and leaders in business, the industry and the communities we serve.   Our Vision Through our influence as successful business professionals, women will effect positive change in the profession and in the broader community.