March 20, 2023
Starting a Qualified Plan
Learn how to successfully guide your client through the implementation process.
Business Owners have so much to gain from setting up a qualified plan but the process for establishing one may appear daunting at first. Fortunately, the Advanced Markets Team can assist in guiding agents through the process, becoming acquainted with the various parties involved and highlighting their roles.
Click the link below to a section of our Qualified Plan Playbook which features a step-by-step guide through the qualified plan implementation process.
For more on this topic –
Curious about the role that Third Party Administrators (TPAs) play in regards to Qualified Plans? Join members of National Life’s Advanced Markets Team and Pentegra as they discuss this matter. This webinar will cover the onboarding process, implementation of the plan and ongoing administrative services provided by the TPA.
TPAs and Qualified Plans: Success through Partnership
Presented by Mary Read, Pentegra, with James Baumann
Thursday, March 30
1:30 p.m. ET, 12:30 p.m. CT
From one agent to another
Watch this video interview to gain more insight from field on how agents can successfully guide a client through the process of starting a qualified plan from start to finish.
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
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