Grow your 403(b) Business with TRAK

What a better time of the year than back to school to meet with educators on their retirement plans?  The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. (TRAK 2017)

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New 403(B) / 457(B) Certified Classes Available

403(b)/457(b) Certified Training is
Coming to a City Near You!

 

403(b)/457(b) Certified Training general session classes will be held across the country throughout 2019.  We will open registration on a quarterly basis for future certified classes.  This class is essential if you are looking to make the most of your annuity business and to maximize your efforts in the 403b/457b marketplace!

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June is Annuity Awareness Month!

Did you know that annuities might be the one financial vehicle with the lowest level of awareness and the highest level of misunderstanding?  This is the perfect time to make your clients aware and understand the value of adding Fixed Indexed Annuities to their retirement plan, and here is why…

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