Program Benefits

Bringing the Cash Balance plan concept to the table has helped many of our 3,500+ 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 empowers you with tools to attract new clients.

Program fee: $249

Your member fee includes 4-part webinar training series, exam, certificate, and 1 year of access to the Marketing Resource Center.

Key benefits of Cash Balance Coach®:

  • 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: 20% average annual increase in new Cash Balance plans versus 3% in the 401(k) market
  • 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
  • 1 year unlimited access to our Cash Balance marketing resources including customizable marketing materials and presentations
  • Coaching and conference call support from FuturePlan Cash Balance sales consultants

Contact us for details about group discounts and customized regional seminars.