SponsorCloud

Learn how to enhance investor outcomes and expand access to retirement capital through the SponsorCloud × Equity Trust Company partnership.

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# **What You'll Learn in This 45-Minute Session:**

✅ **The Dual-Advantage Strategy** that most sponsors haven’t adopted: solving investor value and capital access simultaneously.

✅ **Tax Elimination Benefits** using Self-Directed IRAs that may increase investor net returns by up to 15-25%.

✅ **Market Access Secrets** to tap into the $17 trillion retirement assets market (with less than 5% currently allocated to alternatives).

✅ **Complete Implementation Toolkit**—9 ready-to-launch resources including white-labeled landing pages, customizable email campaigns, webinar scripts, and investor FAQs.

✅ **Partnership Activation** process to start engaging retirement-focused investors efficiently and compliantly.

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# **Why Attend?**

*   **Access Immediately:** Get the full SDIRA marketing toolkit at no cost.  
*   **Unlock New Potential:** Sponsors have seen 30–50% increases in capital raised by integrating retirement accounts
*   **Zero Implementation Guesswork:** Get customizable templates, scripts, and step-by-step guidance

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*Performance figures are directional estimates based on pilot expectations and industry modeling. Results will vary by sponsor and market conditions.*
