| Learn from the National Leader in Cash Balance Plan Design
Grow your 401(k) and investment advisory business with Cash Balance plan designs!
The question is not whether Cash Balance plans will become common in highly profitable companies, but rather which advisors will help them become so. Join the nationally recognized experts in marketing, design and administration of Cash Balance plans to learn how to grow your business.
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The Cash Balance Coach Program includes:
- Learn the basics – 101
- Regional seminars, learn hands-on
- One-on-one coaching
- Webinars
- Custom plan illustrations for your prospects
- Co-branded sales pieces and marketing materials
- How to cross-sell 401(k) plans
- How to identify the top Cash Balance Candidates in your area
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