Resources / Webinars
Webinars to Support Your Success
Register for Upcoming Webinars
Watch On-Demand Webinars
Access Brochures and Marketing Collateral
Register for Upcoming Webinars
Can’t make it? Register and we’ll let you know as soon as the on-demand playback is available.
Working with JULY: Make 401(k) a Part of Your Investments Business
Do you want to grow qualified plans within your Primerica practice? Listen to an overview of the plan solutions available to you and your clients through JULY.
Advisor Webinars
Browse the webinar library to learn at your leisure.
Make 401(k) a Part of Your Retirement Plan Practice
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.
Optimizing Retirement Plan Enrollment Meetings
Learn how to conduct successful 401(k) enrollment meetings from an industry veteran.
Navigating Cash Balance Plans: Basics, Marketing, and Prospecting
Learn how to best position and sell cash balance plans to plan sponsors.
Retirement Plan Design 101
Boost your knowledge of plan design with experts from JULY.
Exploring Investments 101
Learn more about the investments available to you through plans with JULY.
PEPs vs State Run Plans
Explore some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).
Exploring Investments 201
Do you want to take your 401(k) business to the next level? Learn more about tailored managed account solutions available to…
Prospecting with Qualified Plan Design
Learn how to use plan design as a way to meet client goals, expand sales opportunities, close more business…
Maximize Your Return on 401(k) Enrollment Meetings
Do you find the thought of conducting a 401(k) enrollment meeting daunting?
A Brief Overview of Secure 2.0 for PFS Financial Professionals
Secure 2.0 is big news and JULY’s Blake Willis will walk PFS financial professionals…
Breaking Through the Sea of Sameness:
Six Ways to Differentiate Your Defined Contribution Practice.
Enrollment Meeting Best Practices
This session covers the enrollment meeting landscape, how to position yourself as the advisor, how to network and listen and a…
PEPs vs. State-Run Plans
Many states have passed or introduced legislation that mandates employers provide retirement plans to their employees. This…
Marketing & Prospecting with Cash Balance Plans
Learn how to best position and sell cash balance plans to plan sponsors.
Fiduciary Governance Tools to Scale Your Practice
Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations…
”Insuring” Your Value: 3 Ways Personalization and Lifetime
Join JULY and Nuveen as we explore the benefits of personalization and lifetime
Enrollment Meeting Best Practices
Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you…
The ONE Thing Your Marketing Needs to Get Right NOW
Marketing can be a real Rubik’s cube when it comes to creating impact with….
What Advisors Need to Know About PEPs vs. State-Run Plans
Watch the Webinar
Access Brochures and Marketing Collateral
Latest Insights for Advisors
Launch401k Brochure
Launch401k is a modern solution for small businesses (up to 250 eligible employees) seeking a low-cost 401k benefit that is…
SOLO401k Brochure
With a Solo 401k, sole proprietors and other owner only businesses can take advantage of the features of a 401(k) plan…
Advisor Product Brochure
July Business Services (JULY) is a technology-focused retirement plan services company that partners with financial…
Cash Balance Brochure
Cash Balance Plans are a type of qualified retirement plan that can allow business owners and highly compensated…
Custom401k Brochure
Custom401k is a modern solution for businesses (up to 250 eligible employees) seeking a tailor-made 401k benefit with…