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Video

Modernizing Rollovers: Powering Growth with A Smarter Strategy

Featured interview Jon Wolff from ÌìÃÀ´«Ã½ on BRN

With $85 trillion expected to change hands as part of the great wealth transfer, and $1.1 trillion in IRA rollovers on the horizon, the opportunity to capture these assets is immense. But a slow, fraud-prone and stressful rollover process is standing in the way.

In this video, ÌìÃÀ´«Ã½â€™s Jon Wolff reveals how rollover middleware is transforming the rollover process — making it faster, easier and more secure for participants, providers and advisors, with insights on:

  • Why a modern, simple rollover experience is what participants want most.
  • How to make rollovers faster with fewer delays and less friction.
  • How RolloverCentral® simplifies the entire process for maximum efficiency, security and ease.

Don’t miss this inside look at what’s next for rollovers.