School Tools to Make Your Presence Felt
What a better time of the year than back to school to meet with educators on their retirement plans? The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. (TRAK 2017)
403(b)/457(b) Certified Training general session classes will be held across the country throughout 2019. We will open registration on a quarterly basis for future certified classes. This class is essential if you are looking to make the most of your annuity business and to maximize your efforts in the 403b/457b marketplace!