Educating your clients about retirement and savings plans often is a necessary part of the sales process. Keep it from being a cumbersome and time-consuming task. Let the Ascensus Flashboards assist you with that part of your business.

Approximately four minutes in length, each Flashboard is a voiceover educational segment that teaches a specific retirement or savings plan topic. These segments can be placed on your website for financial advisors or clients to access at their convenience.

Purchase Flashboards separately or as a complete set. They also are available via Ascensus’ web-based learning management system, Ascensus University.

Flashboard Titles

  • HSA Eligibility
  • Stretching IRAs
  • Traditional vs. Roth IRAs
  • SEP Plans
  • SIMPLE IRA Plans
  • Naming a Beneficiary
  • Rolling Into Retirement
  • 401(k) Plan Basics
  • 403(b) Plans
  • 529 Plans
  • Individual(k) Plan

Call 800-346-3860, option 2, suboption 1, to learn more.