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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.

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Invoice Factoring: What To Know Before Investing


In business, cashflow is the lifeline for every company. So when funding becomes urgent, some companies need invoices paid faster than scheduled. Enter invoice factoring. 

Factoring provides a business expedited invoice payment at a discounted rate. In exchange for this cash injection, investors collect a tax based on how prompt invoices are paid. And with fewer bank loans available, the need for cashflow from private investors presents you an opportunity. 

For alternative investors like you, invoice factoring can provide another stream of income. And since factoring is not isolated to one industry, that flexibility helps you stay agile. Curious if it's right for your investing goals? To verify if factoring is for you, come learn the basics with the Executive Director of the International Factoring Association, Tania Daniel.

Watch this replay if you want to learn how to:

  • Explain factoring investments and how they work
  • Differentiate factoring from traditional bank financing
  • Describe the potential benefits and risks to your strategy
  • Minimize risk by partnering with the right factors

Date: October 24, 2024
Duration: 1 Hour 16 minutes (including 13-minute Q&A starting at 1:03:34)
Speakers:
     -     Bill Neville: Business Development Manager at The Entrust Group
     -     Tania Daniel: Executive Director at International Factoring Association
Presentation Deck: View or download the presentation slides here
Presentation Audio: Stream or download the mp3 here.
Presentation Timestamps:
Section 1
: Who is the International Factoring Association?
       • Starts: 4:53
       • Ends: 7:23
Section 2: Profile of a Factoring Client
       • Starts: 7:24
       • Ends: 12:13
Section 3: What is Factoring?
       Starts: 12:16
       • Ends: 20:34
Section 4: How are Deals Structured?
       • Starts: 20:37
       • Ends: 33:40

Section 5: How does Factoring Work?
       Starts: 33:43
       • Ends: 41:00
Section 6: What are the Risks?
       Starts: 41:03
       • Ends: 48:58
Section 7: What are the Protections?
       Starts: 49:03
       • Ends: 53:00
Section 8: What to Look for in a Factor
       Starts: 53:03
       • Ends: 55:56
Section 9: How it Works in an IRA
       Starts: 57:53
       • Ends: 1:02:52

Section 10: Q&A Time
       Starts: 1:03:34
       • Ends: 1:16:53

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.

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