Bringing the Cash Balance plan concept to the table has helped many Cash Balance Coach® alumni win new wealth management clients along with new 401(k) assets. Cash Balance Coach training helps you strengthen and expand your business with existing clients and gives you a powerful incentive for your potential new clients.
Key benefits of Cash Balance Coach® for financial advisors, TPAs and retirement plan professionals:
- Gain a competitive edge in the crowded 401(k) marketplace: differentiate yourself by bringing the Cash Balance plan concept to high net worth clients and business owners
- Learn how to take advantage of the fastest growing sector of the retirement plan market (28% average annual increase in new plans versus 3% in the 401(k) market)
- Know how to identify top Cash Balance prospects in your region
- Understand the keys to successful plan design and investment strategies
- Learn how to cross-sell your 401(k) services
- Access to our Cash Balance marketing resources including customizable marketing materials and presentations
- Opportunity to partner with the national Cash Balance leader
- Coaching and conference call support from Kravitz sales leaders
- Earn CBC designation to enhance your professional profile
What’s included with your Cash Balance Coach® registration:
- Four-part Webinar Training Series
- Cash Balance 101
How Cash Balance plans work, the 5 key features, 3 case studies, combo plan dynamics, how to identify ideal candidates and top prospects.
- Cash Balance 201
Digging deeper: a closer look at plan designs, IRS testing and compliance, interest crediting rate options, regulatory framework and more.
- Cash Balance Investments
Understanding the 7 key principles for investing Cash Balance plan assets, funding issues and how to manage them, understanding the advisor’s role.
- Cash Balance Sales & Marketing
Opening doors and closing your first sale, strategic marketing tools, overcoming objections, how to partner with TPAs and CPAs.
- Cash Balance 101
- Exam and certification as a Cash Balance Consultant (CBC)
- One year unlimited access to our Cash Balance Marketing Library
- Options for co-branding Cash Balance marketing materials
- Custom Cash Balance plan designs for your prospects
- Free access to future live webcasts and updates