Interview with David Royer, Financial Advisor and Educator

David F. Royer entered the financial services industry after completing his military obligation. He began studying the growing IRA Distribution market in 2002 and today he is a nationally recognized speaker and trainer in qualified plan distribution. He has trained thousands of financial advisors and agents in the discipline of qualified retirement plan accumulation and distribution. David’s many articles on IRAs, 401(k)s and other qualified retirement plans have been published in leading national financial periodicals. He is a frequent guest on financial radio shows and is also the author of “The Top 10 IRA Mistakes and How to Avoid IRA Tax Traps”

Today he is focused on helping those who are retired or planning for retirement, to keep their retirement accounts safe and make them aware of ever-changing rules that could affect their retirement savings.

In 2004 David developed the ultimate IRA distribution training course “The Keys to the IRA Kingdom”®, that he teaches nationally. He educates financial advisors and agents in the art of helping their clients get the most out of their IRAs, 401(k) plans and other qualified retirement accounts. David teaches a simple lesson: “The IRS has given IRA/401(k) owners and their beneficiaries complex rules and guidelines that must be followed to avoid additional taxes and penalties. “They just need a little help to navigate them.”

Learn more:

Mike Saunders, MBA

Mike Saunders is the Authority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Click here to add a comment

Leave a comment: