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.
JULY & PFS | Make 401(k) a Part of Your Business
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Exploring Investments 201
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 account solutions available to PFS Series 65 advisors, strategic investing overview, tactical investing overview, and ESG investing overview.
JULY & PFS | Plan Design 101: Tools for Sales & Strategy
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.
JULY & PFS | Navigating Cash Balance Plans: Basics, Marketing, and Prospecting
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.