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Brokerage/Insurance

 

Ascensus' training products are developed to help you create your own IRA and HSA training for your employees. These training tools allow you to maintain a well-trained staff at your pace and on your schedule. 
 
  • Create your own IRA/ HSA training program
  • Train small to large groups at one time
  • Supplement other training methods
  • Allow flexibility for diverse schedules
  • Reduce education costs and eliminate travel costs  
 
IRA & HSA Training Organizers
Designed to accommodate all learning styles, these comprehensive training materials allow you to effectively create and customize your internal training program to meet the needs of your team. 
 
The Road to Retirement
The Road to Retirement game is a fun and interactive way for you to train your staff on IRA fundamentals. This approach allows students to review and apply what they learn.
 
Video Training Series
The Ascensus Video Training Series (VTS) will help your financial organization build the foundation of IRA and HSA knowledge you need to stay compliant in today’s industry. 
 
eLearning Library
Choose from a set of training courses delivered via CD (assessments included).  Coursework ranges from basic to advanced and covers a variety of topics related to IRAs,  HSAs, qualified retirement plans, and education savings accounts.
 
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