Mastering Advanced Concept: Defined Benefit Plans and Effective Strategies for Approaching Business Owners

In this session, we will dive deep into the intricacies of Defined Benefit Plans, providing you with a clear understanding of their structure, benefits, and tax advantages. Learn how to position these plans as valuable solutions for business owners looking to offer competitive retirement benefits to their employees while optimizing their tax strategies. You’ll also gain effective, proven techniques for approaching and engaging business owners, helping you build trust, tailor solutions to their unique needs, and position yourself as a trusted advisor. Join us to refine your advanced sales skills, master Defined Benefit Plans, and develop strategies that will set you apart when working with business owners.