Webinar for Financial Professionals

Identifying Growth Opportunities Within Your Book of Business Part 2


May. 27, 2021

In the second and final session of this webinar series, our experts reviewed case studies from basic SEPs to Defined Benefit/Defined Contribution arrangements for the vast owner-only marketplace and share ways to identify opportunities in your current book of business that would benefit from these alternatives.

You can access Part One here.

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