The IRA Tutor

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How does your knowledge of IRA's measure up? When you have an IRA question, who do you contact? What is the time delay in geting accurate and understandable information to your customer? Are you able to name the IRA Products and opportunties offered by your institution? ... How about the employees in direct contact with your customers? Can your client reps and tellers effectively open an IRA account for your customers and answer the most commonly asked questions. Is this a positive experience for your customer? ... for your employees? -- Don't we all dread doing the things we're unsure of or ill prepared to do.

Get something back from the IRS for your IRA Customers! This page provides some useful ways to make use of the IRS to provide free confidence building customer services to your customer.

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