January 3, 2025
Qualified Retirement Plans | An Opportunity Small Business Owners Don’t Want to Miss
Help prospects identify opportunities, overcome objections and find the right solution for their business in the form of a qualified retirement plan.
Qualified Plans can provide a plethora of benefits to small business owners. But only a third of small businesses offer a retirement plan. Many choose to bypass the opportunity to capitalize on the benefits offered through these plans because of common misconceptions about them, a decision that can prove to be costly for themselves and their business.
66% of Small Businesses do not have a retirement plan.*
Help your small business clients take advantage of what qualified plans have to offer by highlighting the opportunity, addressing the misconceptions surrounding them, and finding a solution that aligns with their unique needs.
For more on this topic –
Register for this upcoming webinar presentation on Qualified Plans hosted by our Advanced Sales Team.
Qualified Plans: Identifying Opportunities, Overcoming Objections and Finding Solutions
Presented by Advanced Sales
Tuesday, January 28
1:00 p.m. ET, 12:00 p.m. CT
You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.
Need Help?
Contact us at 1-800-906-3310, option 1.
On the Agent Portal, look for this icon under Tools on the right sidebar.
*Fidelity 2023 Small Business Retirement Index
