January 9, 2023
Ready to Explore Opportunities with Employer Sponsored Retirement Plans?
Learn more about the challenges that small businesses owners are currently facing and what you can do to help them find solutions.
Qualified retirement plans have always provided a great opportunity for agents to grow their business as these types of plans offer a great deal of benefits to small business owners.
That opportunity has grown even larger with a growing retirement savings crisis, a more transient workforce and the movement of state legislatures to implement retirement plan mandates for businesses within their borders.
But what is the most effective way to navigate through this market and provide comprehensive support to both business owners and their employees?
National Life is here to help you through this process!
For more on this topic –
Join us in our upcoming training sessions as we hone in on how to best take advantage of the opportunities created by state mandated retirement plans.
In these sessions we will go over strategies on how to help business owners with establishing a compliant plan that is customized to the goals and objectives of themselves and their employees. We will also explore how to use this as an opportunity to provide even more comprehensive financial strategies for your clients. Register today through the link below!
Employer-Sponsored IRAs: How to access retirement plans to grow your insurance business
Presented by Roberto Abele and James Baumann
Tuesday, January 17
12:00 p.m. ET, 11:00 a.m. CT
State-Mandated Retirement Plans: Prospecting opportunities with small business owners
Presented by Roberto Abele and James Baumann
Thursday, January 19
12:00 p.m. ET, 11:00 a.m. CT
Browse these resources for additional information, marketing and sales tools on these topics.
You have direct access to the Advanced Markets Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:
