Program Benefits

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.

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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.
  • 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

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