Qualified Retirement Plans: An Advanced Markets Digital Playbook

Employers offer qualified plans to obtain tax advantages, provide essential retirement benefits for themselves and their employees, and provide death benefit protection when life insurance is purchased within the plan. A qualified plan can provide business owners with a critical edge in attracting and retaining highly qualified employees and tax advantages, as the business is able to fund the plan with tax deductible contributions.

This playbook is designed to provide you with a working knowledge of the different types of defined benefit and defined contribution plans as well as tips to help you identify top prospects. The pre-approved consumer marketing materials included are intended to help you open doors to conversations with new and existing clients.

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