Name
Grow Your Practice in the 403(b) & 457(b) Markets Presented by OneAmerica
Date & Time
Monday, October 16, 2023, 11:35 AM - 12:05 PM
Brian Giles
Description

 

The Tax-Exempt Market represents nearly one-fourth of the total defined contribution marketplace, yet 40% of these plans are unadvised.  Despite this disparity, data indicates tax-exempt organizations are more receptive to working with advisors, creating an opportunity to grow their retirement plan business.  Seasoned retirement plan practitioners will share insights and tips to grow your practice and generate revenue, best practices to overcome unique challenges, and valuable prospecting resources to position yourself for success in this underserved, but rewarding market.
 

Location Name
Baltimore 1-2
Session Type
Breakout Session
Sponsored
Sponsored