Use a 402(a) Pension Fiduciary to Pick Up Affluent Business Clients Webinar on Recording
This is one of the top 5 webinars I’ve done in the last 15+ years. Why? Because this is a very powerful topic advisor can use to pick up NEW affluent business clients (a coveted demographic).
Also, another really good webinar is on the Super 401(k)/401(h) Plans. This presentation goes hand in hand with the 402(a) presentation and can be a powerful 1-2 punch. To sign up to watch this webinar on recording, click here.
21-Page White Paper – FIAs in ERISA Governed Pension Plans
If you haven’t read this white paper, it’s a must read. To download the paper, click here.