ASPPA Webcast: Win New Clients Using Point-of-Sale Plan Design
Available Until August 16, 2018
Speaker: Pete Swisher, CPC, QPA, TGPC, Senior VP and National Sales Director, Pentegra Retirement Services
IRS Program Number: CZTXU-Q-00785-17-O
Webcast Outline: Click here.
Clients want great ideas with simple explanations, not spreadsheets. The art of retirement plan design is not in the details but in the client interaction. This webcast reduces key concepts to plan design simplifiers and “back-of-the napkin” conversations that lead to client action.
1. Apply plan design simplifiers at a glance, in the middle of a conversation
2. Explain complex design ideas simply using a “back-of-the napkin” approach
3. Train clients and advisers to give you useful information, not just a census
4. Save time by “running the numbers” less often and with better data
5. Change the sequence of events in your plan-design process
CE Credit: 2 ARA, 2 ERPA, no JBEA
About the Speaker:
Pete Swisher is Senior Vice President and National Sales Director for Pentegra Retirement Services and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the founding Chair of NAPA’s government affairs committee. Pete served in the first Gulf War as Executive Officer of a U.S. Marine infantry company.
|ASPPA Member: $115
||ASPPA Member: $45
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