by Natalie Harris | Oct 27, 2025 | Webinars
Learn more about tailored managed account solutions available to you through plans with JULY. Quintan Kocher, EXPAND Advisory Services, is joined by a consortium of managed accounts experts to cover core investment lineup recap-including what’s new, managed...
by Natalie Harris | Sep 16, 2025 | Webinars
Brian Smith, Senior Institutional Sales Director at JULY, shares expert insights into the fundamentals of 401(k) plan design and how advisors can use plan features to strengthen their value proposition. Whether you’re new to retirement plans or looking to...
by Natalie Harris | Jun 16, 2025 | Webinars
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...
by Natalie Harris | May 8, 2025 | Webinars
Join us for an insider’s look at how to elevate your enrollment meetings and drive more business. In this session, we’ll cover: The current enrollment meeting landscape How to confidently position yourself as the financial professional Strategies for networking and...
by Natalie Harris | Apr 14, 2025 | Webinars
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. Watch the Webinar Explore More...
