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CWF Procedure Manuals

Available in either Software or Printed Versions

Promoting IRAs and serving the IRA needs of your financial institution's market area are just good business, both in terms of IRA account deposits, and helping to reap the benefits of a full-service banking relationship.

This requires staff expertise, and a means to keep your staff abreast of the ever-changing rules and complexities of IRAs.

CWF's training, instructional and reference resource; information you need, as close as your fingertips.

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