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.
JULY & PFS | Navigating Cash Balance Plans: Basics, Marketing, and Prospecting
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Navigating Cash Balance Plans: Basics, Marketing, and Prospecting
Learn how to best position and sell cash balance plans to plan sponsors.