Join us for an insider’s look at how to elevate your enrollment meetings and drive more business. In this session, we’ll cover:
Gain valuable insights into positioning and selling cash balance plans with this on-demand session, led by JULY’s VP of Actuarial Services, Matt Bravo. A seasoned actuary and cash balance enthusiast, Matt explores the fundamentals of cash balance plan design, ideal candidate profiles, and common pitfalls, while offering actionable marketing and prospecting strategies to help advisors differentiate themselves and grow their practices.
Do you want to grow qualified plans within your Primerica advisory practice? Join us for an overview of the plan solutions available to you and your clients through JULY.
Learn how to best position and sell cash balance plans to plan sponsors.