p myDirection
Visa® Prepaid
Card
want to go. You can’t rush
perfection.
You’re invited
MEET
US IN
al estate investments, pay
The card itself is an as-
, and maintain
your assets,
set held within the inves-
tor’s IRA. Account holders
ipe of a card.
can have their cards
reloaded with more cash
needed
in to
amounts
nvenient, as and
easy
use, from $100
to $25,000. To ensure compliance,
oup myDirection
Visa® Prepaid
Card
and avoid triggering
“prohibited
transactions”
or taxable
you want,
when you
want. events in-
vestors have 30 days after a trans-
action to certify what it was for.
DESIGNING THE FUTURE
OF INVESTING
MIAMI
setting aside at least 25% of what
you spend
entertainment
gives
you on
the
freedom and
to
eating out each month. This app
puts that on autopilot, and helps
you stay on track to investing.
HOW
THE ENTRUST
TheEntrustGroup.com
GROUP CAN HELP BUILD
YOUR BUSINESS
ant to a license from Visa U.S.A. Inc. and managed by Citi Prepaid Services. This card can be used everywhere Visa debit cards are accepted. Full disclosures, terms and conditions apply.
r self-directed retirement plans. We specialize in providing administrative services to help investors diversify their retirement portfolios with alternative investments of their choice.
s Reserved.
Craig joined The Entrust Group
in 2007. Along with pioneer of
the first “truly self-directed IRA”
founder Hubert Bromma. One of
the longest established self-direct-
ed IRA companies (since 1981),
The Entrust Group now offers a
robust, tech-savvy, stronger part-
ner for investors. Craig describes
some of the changes as including
the consolidation of franchises
to bring everything back into
one streamlined powerhouse for
superior service and compliance.
This along with bringing over the
human touch and one-on-one ser-
vice approach from Craig’s private
banking background has resulted
in a consistent “90% plus client
satisfaction rate.”
The Entrust Group’s motto is:
“We don’t compete. We comple-
ment.” Jason Craig states that “we
work with a lot of REALTORS ® ,
are a Keller Williams preferred
vendor, and attend NAR shows.”
In the past, the firm has also col-
laborated on educational events
and seminars with real estate
investment groups and real estate
related trade shows. Support and
opportunities include training, free
professional marketing materials,
participating in live workshops,
and discounted fees for opening
self-directed IRA accounts.
Another tech tool this has pro-
duced for investors is the Saved-
Plus mobile app. While most advo-
cates for IRA investing in the real
estate world focus on those with
existing large balance accounts,
this app enables those just starting
out to “open an account, save, and
monitor their accounts right from
their mobile phones.”
Automated transfers can even
be created to build up a retire-
ment account based upon preset
criteria, including a percentage of
expenses on other cards. For ex-
ample, you might want to ensure
you are diligently and religiously
Realty411Guide.com
To propel action and add real
value Craig says that accounts
“can now be set up the same
day.” This means real estate pros
and businesses can not only
attract more prospects and raise
their awareness of these tools and
tactics for releasing more capi-
tal, but can actively and instantly
help more clients in a bigger
way, while unleashing their own
business volume potential. And
the myDirection Card is going to
make conversions and action a lot
easier than ever before.
Go online to TheEntrustGroup.
com for more tools, details of
the B2B accelerator program, to
download the SavedPlus app, and
request a myDirection card. No
one should be caught without one.
PAGE 55 • 2016
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