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Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Offering Real Estate Investments Can Help Grow Your Business

Offering Real Estate Investments Can Help Grow Your BusinessThere’s a $7 trillion market out there from which you can profit. But first, you need to ask yourself what you know about investing in real estate in an individual retirement account.

That’s right. Americans have $7 trillion invested in their IRAs. While most IRA providers offer only stocks and bonds and similar investments, the IRS in fact allows people to hold many other assets using a self-directed IRA. Right now, real estate is the #1 asset held in self-directed IRAs.

How can taking advantage of this market help your business grow?

  1. Generate More Clients

Offering real estate investing opportunities creates the potential for more clients. But first you need to understand Real Estate IRAs. Then you’ll be able to provide clients with the information they need to begin investing. The more you know about Real Estate IRAs the more reliable as a resource for investors you become. This will encourage more referrals, leads, and repeat business.

  1. Stand Out From the Crowd

Be ahead of the game! With knowledge and opportunities your competition may not have, customers are more likely to turn to you for advice and services. Providing real estate investments gives you that leg up so you have the chance to close more sales.   

  1. Build on Your Existing Relationships

It’s important to establish trust with your clients. Learning the basics of Real Estate IRAs can help you add value to your potential and current relationships. If you continue to familiarize yourself with Real Estate IRAs you can build upon the trust you’ve already established. Ultimately, you’ll be able to create lasting relationships.  

The Entrust Group offers educational materials for you to get up to speed and stay up-to-date on Real Estate IRAs and other ways to strengthen your client relationships. Learn more now about how to help grow your business and help your clients prepare for retirement. 

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Self-Directed IRAs:
The Basics Guide

Learn about your investment options, Self-Directed IRA rules, and much more!

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