Specialist

What is a Certified Real Estate IRA Specialist™?

A Certified Real Estate IRA Specialist™ is real estate professional with highly specialized knowledge of Real Estate IRAs, Roth Real Estate IRAs and how to buy and sell real estate both inside and outside of qualified retirement accounts.  Each specialist understands how and why everyone should use real estate as a core investment holding when planning for retirement.

Benefits of a Certified Real Estate IRA Specialist™

  1. Market Niche
    The focus of the Certified Real Estate IRA Specialist™ home study course is to show the Specialists how they can use real estate to accomplish their clients’ retirement planning goals inside and outside of their IRA, 401K and other retirement plan.  With the knowledge you gain from the Certified Real Estate IRA Specialist™ home study course, you can demonstrate to your clients how to build a highly achievable and date specific retirement plans using real estate as a core investment holding to be able to retire early with less money invested.  As a Certified Real Estate IRA Specialist™, you will have virtually no competition.   After becoming certified, you will possess the highly specialized knowledge and in-depth understanding of the retirement planning benefits of Real Estate IRAs, Real Estate 401Ks and the legacy planning benefits of Real Estate IRAs and Roth Real Estate IRAs.  You will be creating a niche investment
    real estate practice that will be independent of the up-and-downs of the real estate market.
  2. Potentially Earn $50,000 to $250,000 More Income
    Not everyone you know wants or needs to buy or sell a personal residence, but everyone you know wants to learn how to retire early with less money invested and stay happily retired.  The average household needs $50,000 in annual retirement income.  That is approximately $750,000 in real estate sales per client.  At a 3% commission rate, you can potentially earn about $22,500 from each client.  If you advise 12 families a year on a more practical way to retire and they invest in $750,000 worth of real estate, then you should earn approximately $270,000 in gross annual commission income.
  3. Success Seminar Selling
    The Certified Real Estate IRA Advisor™ is the most important member of your team.  You will be able to leverage their knowledge and expertise to sell more real estate. They will conduct a monthly Retirement, Investment and/or Financial Planning Seminar Series.  You only need to help organize the seminars and invite your clients!  We recommend having all your fellow real estate professionals in your office also invite their friends, family and clients. By utilizing a monthly Seminar Series conducted by a Certified Real Estate IRA Advisor™, you are able show your friends, family  and clients how and why they should change from investing most of their money in the volatile stock market to investing primarily in real estate for predictable returns and financial planning results.  For Advisors, the University has a pre-packaged Seminar Series of different topics to keep the seminars fresh.
  4. 3-Step Real Estate Practice Building System is Called I.R.A
    In addition to seminars, a Certified Real Estate IRA Advisor™ can and will offer Complimentary Consultations to your clients.  What’s important to remember is that Certified Real Estate IRA Specialists™ only provide real estate investing advice.  Specialists do NOT give financial planning or investment advice. Only Certified Real Estate IRA Advisors™ provide investment advice.  That is why we recommend our 3-Step Real Estate Practice Building System called I.R.AIdentify, Refer and Act (Implement) or I.R.A.

    Identify – The Specialist will Identify clients who are interested in learning how to retire early with less money invested.  They accomplish this by offering their clients a Complimentary Consultation with a Certified Real Estate IRA Advisor™ and/or one of Jeff Sibel CFP’s books.  Once they have identified the need, they move to step 2.

    Refer – When the client wants to schedule a Complimentary Consultation, the Specialist refers the client to a Certified Real Estate IRA Advisor™.  We recommend that the client read chapter one and two of Jeff Sibel CFP’s book entitled, The Real Estate IRA Retirement Planning Guide.  You then ask the client to fill out the appropriate retirement date specific worksheet and fax it to the Certified Real Estate IRA Advisor™ that is part of your Real Estate IRA Dream Team.

    Act – The Certified Real Estate IRA Advisor™ will conduct a short Complimentary Consultation to see if the client is on track to achieve their retirement, investment, financial and/or legacy planning goals.  If they are not on track, the Advisor can include basic suggestions and recommendations that include alternative investments like real estate.  The client will most likely need an engagement to create a detailed plan to accomplish their goals.  You will Act on or implement that plan for your client.

  5. Two Ways to Earn Referral Fees

    Earn Referral Fees from the University and other Specialists
    Specialists will receive referrals from the University and other Realtors.

    Earn Referral Fee for referring Specialist to the University. We offer a $50 referral fee for every person you refer to the University.

  6. A Better Designation
    When Jeff Sibel CFP, the founder of the Real Estate IRA University was a Realtor, he once had the GRI, CRS, ABR and ePRO designations. These designations mostly taught theory, provide little application and practical information on how to build a highly successful niche real estate practice. Similar to when you first took the state real estate licensing examination, you learned a lot of real estate law and theory but the licensing exam did not prepare you to list and sell real estate. This is what makes our designation so revolutionary.

  7. The Certified Real Estate IRA Specialist™ designation is very different. We teach you how and why everyone should be buying and selling investment real estate inside and outside of Real Estate IRAs, 401Ks and other retirement plans to create a date specific retirement plan to retire early with less money invested.

    After you have taken the Certified Real Estate IRA Specialist™ home study course, you will learn the theory, but most importantly, you will learn the practical application of how and why you should build a niche Real Estate IRA practice. You will dominate what used to be your competition. But, most importantly, you will become passionate about helping everyone (not just the rich) change the way they save and invest for retirement.  You receive a “Specialist Quick Start” (which includes ideas on mail outs, postcards and brochure ideas) so you can immediately start building a thriving niche Real Estate IRA practice.

    Three Self-directed Real Estate IRA Administrators are approved to conduct the contracts class.  Pensco Trust, Equity Trust or The Entrust Group will be offering a 4 hour continued education approved class on the step-by-step process of how to open a Self-directed Real Estate IRA account, filling out the appropriate contract information and finally, how to complete the closing or settlement.

  8. GRIU™   Graduate Real Estate IRA University™
    Once you become a Certified Real Estate IRA Specialist™, you can use the GRIU™ designation from the Real Estate IRA University™.
  9. Deeper Career and Client Satisfaction
    When your clients succeed, you succeed.  This is a core belief of the Real Estate IRA University™.  We have created a unique and highly successful business model that rewards you for implementing the retirement, investment, financial and/or legacy planning needs of your clients.
  10. Income from Portfolio Investors You will be able to explain to your clients that since they are using real estate to fund their retirement income needs, they will have predictable monthly income and should never need to cannibalize their principal to pay their bills in retirement.  Since they are not living off of the principal, they should never need to worry about outliving their money.  They will be able to let their principal grow and leave a financial legacy for family and favorite charities.  Stock investors do not have this luxury, if they live too long, they will outlive their money.
  11. Business Development Jeff Sibel CFP has a coach program that offers advanced techniques.  When you sign up for the coaching program, you will learn how to market your new Investment Real Estate Niche Practice with proven methods and results.
  12. 1/2 hour of Real Estate IRA Basics and Best Practices coaching.  This is a $125 value.
  13. 1/2 hour of “How to Build Real Estate Practice Niche Using Real Estate IRAs”.  This is a $125 value.
  14. Develop a unique expertise that is in demand from anyone looking to retire
  15. Consultative Advising—advise your clients on how to build wealth and predictable retirement income by buying and selling real estate inside and outside of a Real Estate IRA and Real Estate 401K.
  16. Access to designated Certified Real Estate IRA Advisors™ that can talk to your clients about building a real estate based financial or retirement plan
  17. Join a network of Certified Real Estate IRA Specialist™
  18. In-depth understanding of how and why Real Estate IRAs benefits your clients
  19. Real Estate IRA Update emails
  20. Business and practice development emails from the University
  21. The University will soon be offering webinars on how to leverage Jeff Sibel CFP’s books including, The Real Estate IRA Retirement Planning Guide and 21 Worst Retirement Planning Mistakes and how to avoid them.
  22. Discounting Pricing on Jeff Sibel CFP’s Books and marketing materials
  23. Enjoy virtually no competition in your market place as Certified Real Estate IRA Specialist™
  24. The Mission Statement of the University is:  To Change the Way Everyone (Not Just the Rich) Saves and Invests for Retirement.   You will become part of something great where you can positively change the financial future of everyone you meet regardless of income or assets.  You will implement the retirement, investment, financial and/or legacy plan created by the Certified Real Estate IRA Advisors

Register Now

This Certification offers the Real Estate IRA University Educational Materials access To the CreIRAs Exam Certification, with the Exam Ticket. This enrollment assumes an exam schedule of no more than 90 days from registration and Includes a 12 Month Certification upon completion.

Become a Certified Real Estate Ira Specialist™

Certification Options

A Real Estate IRA University Certification will afford you the knowledge and credentials to be able to confidently and competently implement the options available within a Self Directed Retirement Account.
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