February 13, 2023
Help Set Your Clients Up for Success with a Qualified Plan
Tailored solutions to fit the needs of your business owner clients
When it comes to financial planning strategies it is very rare to find circumstances where a ”one size fits all” approach is appropriate. Helping your business owner clients establish a qualified plan is no exception. There are a variety of options that exist with these types of plans and selecting the right one depends on the business owner’s unique goals and objectives.
Qualified Plans can be divided into two categories: Defined Benefit Plans and Defined Contribution Plans – both of which have their own subcategories as well. The process of finding the most appropriate fit for your client can seem daunting, but National Life’s Advanced Markets team is here to help.
These next webinars will focus on the various types of Defined Benefit and Defined Contribution Plans and the advantages that they offer.
For more on this topic –
Register for these upcoming webinar presentations hosted by our Advanced Markets Team.
Creative Solutions for Business Owners: Defined Contribution Plans
Presented by James Baumann
Tuesday, February 21
1:00 p.m. ET, 12:00 p.m. CT
Creative Solutions for Business Owners: Defined Benefit Plans
Presented by James Baumann
Tuesday, February 23
1:00 p.m. ET, 12:00 p.m. CT
From One Agent to Another
Watch this video interview to gain more insight from the field.
Scott Levin, CFP, AIF
Worthington Financial Partners
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,
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