Preferred Professional Program

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Audio: Benefits of the P2 Program

Attract new clients by providing the highest level of Self-Directed IRA and alternative asset advisory service available in your marketplace.

PENSCO Trust provides custodial and administrative services for Self-Directed IRAs. As a passive custodian, we do not give investment, tax, legal or other advice. Hence, many of our clients need assistance beyond what we can legally provide. Our solution is to maintain a nationwide network of educated professionals interested in helping PENSCO Trust clients.

Call our dedicated "P2" specialist now to begin enriching your own practice. The number to call is 866-448-4472

A dedicated representative will call you back within 24-48 hours to provide you with additional information and start you on the path of becoming a PENSCO Trust Preferred Professional!

In addition, you may quickly begin to educate yourself through our variety of events - from our one-day Advanced Education primer for professionals and our free, monthly Wednesday Webinar, to our two-day comprehensive Symposium Series on self-directed investing. Click here to see our full calendar of events designed to provide Self-Directed Retirement Investing Education.

Rob Spalding
Business Development Officer
All States
Toll-Free: 866-818-4472, ext. 5707
rob.spalding@pensco.com

Michael Scott
Vice President, Director of Business Development
Cell: 650.400.6525
Toll-Free: 866.818.4472 ext.5701
mike.scott@pensco.com

Business Development Center
Toll-Free: 866.818.4472
professionals@pensco.com

Join our program if your profession is one of the following:

Attorney: Real Estate, Tax, Estate Planning, Benefit, Securities, Business, etc.
Tax Professional: CPA, Enrolled Agent, etc.
Financial Planner: CFP, Financial Advisor, etc.
Mortgage/ Real Estate/ Note Broker: Real Estate Broker, Mortgage Broker, etc.

Becoming a Preferred Professional creates a win-win situation for you and your clients. Benefits include:

Attract new clients by offering advice on this unique retirement investment tool
Differentiate your value by offering the latest tax-free and tax-deferred strategies
Help your clients diversify their IRA portfolios
Maximize their IRAs' growth potential through alternative assets
Get access to free education via teleseminars and webinars
Receive our 'IRA Alert' e-newsletter & event invitations
Get listed and linked to our website which will "put you on the map"
There is no fee to participate in this program