PENSCO PREFERRED PROFESSIONAL RESOURCES

We provide Preferred Professionals many useful resources we've created and developed over the years based on the needs of real case scenarios. Resources available to them include:

• Online Ordering of Marketing Materials

  Order materials to be shipped to your office or sent to your client directly.

• Online Forms for Opening PENSCO IRA's, Roth IRA's and SEP IRA's

  Assist your clients in opening their PENSCO accounts by completing and printing the appropriate online forms.

• Continuing Education Courses

  View our Event Calendar for upcoming events.

• Calculators

  Includes:

  • Retirement Savings Planner
  • IRA Conversion Analyzer
  • Eligibility Calculator
  • IRA Selector

• Webinar and Audio Conference MP3 Downloads

• eBook (pdf)

  50 of the most frequently asked questions about investing with a self-directed IRA.

• And much more!

Contact professionals@pensco.com to find out more and how to apply to be a P2.