Professional Services and Resources

As a professional looking at ways to grow your business, consider the growing self-directed retirement industry. With the baby boomer population entering retirement in large numbers and creating self-directed retirement accounts from their former 401(k)s, there is an increasing trend toward self-direction and portfolio diversification.

There is an opportunity for professionals to increase new business and generate more business from existing clients by involving their retirement accounts in alternative investments such as real estate, private placements, and promissory notes.

We provide access to many useful resources that we've created and developed over the years based on the needs of real investors and clients.

Use our Power Professional Directory

Become part of our national directory or find professionals in your area whom you can work with.

Online IRA application

Online application for opening PENSCO IRAs, Roth IRAs, and SEP-IRAs

Assist your clients in opening their PENSCO accounts by completing and printing the appropriate online forms.

Events

We regularly host educational webinars and participate in industry conferences and events.

Find out about what's coming up next.

You can also view and listen to all of our past webinars by visiting our extensive Webinar Archive.

PENSCO eBooks

Knowledge is power, so we've developed a series of eBooks to help you understand the basics of self-directed IRAs, investing in alternative assets, and more.