January 23, 2023
Qualified Plans: How to Find The Right Solution Among Many Options
Set your client and their business up for success by pairing them with a qualified plan that will align with their needs.
Over the past three weeks we have focused on the opportunities that have recently emerged in retirement planning strategies for businesses in Main Street America and introduced us to the advantages that qualified plans can offer to both business owner and their employees.
But this is not a one size fits all solution. Indeed, different types of qualified plans exist allowing agents to pair their business owner clients with a plan that most closely matches their specific goals and objectives.
The resources shown below provide information about the two main types of qualified plans, defined contribution plans and defined benefit plans and the advantages that they offer. They also dive deeper into the target market for qualified plans and explore the factors that make certain businesses viable candidates for either one of these two plans.
For more on this topic –
Register for this upcoming webinar presentation on Qualified Plans hosted by our Advanced Markets Team.
Qualified Plan Opportunities: Finding the right solution for your client
Presented by James Baumann
Tuesday, January 31
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
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