Benetech provides a series of internal Edward Jones-sponsored conference calls on important topics involving retirement plan sales. The upcoming topics are listed below.
Benetech also has a series of workshops designed for Edward Jones Area or Regional meetings. These workshops cover four different prospecting ideas (click here for a flyer describing these workshops), and your regional Benetech consultant is available to present these workshops.
For more information on scheduling a workshop presentation in your region, or on the upcoming conference call topics, please contact our sales desk at 800-310-6811, or contact your regional Benetech consultant.
Upcoming Retirement Plan Sales Conference Calls
- Year-end Retirement Plan Opportunities – Upgrade SEP or Owner K to Owner-only Defined Benefit Plans – October 15, 2015.
Schedule a Regional Prospecting Workshop
Supercharge a 401(k) by Adding a DB Plan
Adding a Cash Balance or Traditional Defined Benefit Pension Plan to an existing 401(k) Plan could add $200,000 or more in annual contributions to your client’s or prospect’s existing retirement program.
Retirement Plan Design for Professional Practices
Successful medical, law and other professional practices tend to remain profitable during economic downturns and remain good candidates for plan designs that target owners with high annual contributions.Using CPE to Strengthen CPA Relationships
CPAs can be an excellent referral source. Offering CPE programs is an opportunity to deepen an existing relationship, or to develop new CPA relationships.
Prospecting Owner-only Businesses
Successful owner-only businesses are an often overlooked segment of the retirement plan market. For example, an Owner DB™ may have annual contributions of up to $200,000!