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So You Want to Sell Pensions: Part One
January 8, 2020 @ 1:00 pm - 1:30 pm
Join us for a new three part series, From Prospects to Plans and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners, who makes a good fit for a certain plan type, how to present illustrations to the client and how to set up a plan (and start making contributions!). Begin 2020 with ideas and strategies that will jumpstart your production for the year!!