Are you considering becoming an IAR or RIA?

  • What's the difference between an IAR and an RIA?
  • Do you know what it takes to successfully integrate the Asset Under Management model?
  • Do you know the right questions to ask a prospective RIA or IMO?
  • Is there any "Fine Print" to aligning with an RIA?
  • Do they require specific production goals? What happens if you miss those goals?
  • What are the monthly fees? Asset fees? Lack of Production Penalties?

Complete the form below to download your

IAR Facts Sheet and have the information

you need to make an informed decision.

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