JULY & PFS | Make 401(k) a Part of Your Business

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.

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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.