Grow your 401(k) and investment
advisory business by mastering

Cash Balance Plans. Learn from the national leader, and become a Certified Cash Balance Consultant.

Differentiate Yourself  

In the crowded 401(k) marketplace, the Cash Balance Coach® program allows you to bring something unique to your clients. Kravitz has developed effective sales strategies that enable you to offer an exceptional product to your clients.

Bring in New Assets  

401(k) assets often accompany new Cash Balance Plans. The Cash Balance Coach® program helps you strengthen and expand your business with existing clients and gives you a powerful incentive for your potential new clients.

Partner with the National Leader  

For over 30 years, Kravitz has been designing and administering cutting-edge retirement plans. Since 2001, Kravitz has been recognized as a national leader in Cash Balance Plan design. With a national leader as a partner, you bring your clients the very best in plan design and administration.

""The ability to go in and talk intelligently about Cash Balance Plans is a huge differentiator for me. Cash Balance Coach is an excellent resource, and I feel confident having the resources of Kravitz behind me. I know this can make a big difference in retirement savings for many clients.”

- Donald Musnicki, Wealth Management Consultant & Cash Balance Coach Alumni

"In 28 years in the retirement plan business, I have not heard a more clear and concise explanation of the structure and function of cash balance pension plans. Kudos to Ken Guidroz and the folks at Kravitz for rendering a complex subject simple and easy to understand."

-William K. Flanigan, CEBS

Vice President, Retirement Plan Manager

Merrill Lynch Retirement Group

ENROLL TODAY:

CBC-On Demand is a self-paced online learning program. Complete the four webinars on your own schedule and take the certification exam when you're ready.

What you'll learn: Syllabus

Get started: Enrollment Form

818-379-6181

cbcoach@kravitzinc.com

Next live webcast series:

October 2010

Cash Balance Coach® includes:

• 4-part Webinar Series
• Unlimited access to our Cash Balance Marketing Library
• Co-branded sales pieces and marketing material
• Custom plan illustrations for your prospects
• How to cross-sell 401(k) plans
• How to identify the top Cash Balance Candidates in your area
• One-on-one coaching
• Exam and certification as a Cash Balance Consultant
• Customized regional seminars also available - ask for details

          Program fee: $199

Our 4-part Webcast Series:

• Cash Balance 101
• Cash Balance 201
• Cash Balance Investments
• Cash Balance Marketing and Sales
  
  

Cash Balance Marketing Resources :

• Podcasts: 101, Cash Balance for Law firms and Medical groups, Cash Balance for closely-held or family businesses
• Written materials for co-branding: 101, Annual Contribution Limits, Sample Illustrations for small, medium and large companies
• Powerpoint Presentation
• Grip campaign schedule and marketing support
• Co-author article support: position yourself as a Cash Balance expert

(Example: Rescuing Retirement Radiology Business Journal 2010)

Questions? Call 818-379-6181 or email cbcoach@kravitzinc.com