Investment Professionals

Services for Advisors
July Business Services is an industry leader who delivers creative, unbiased, and technically accurate retirement services... Learn more
Sales Support
The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in helping you grow your... Learn more

National Field Support

The role of JULY’s sales team is to serve advisors.  Our experienced Sales Consultants assist advisors as a retirement plan expert and can help advisors win business through:JULY Sales Map

  • Generating Leads
  • Creating Proposals
  • Evaluating Vendors
  • Attending Client Meetings
  • Preparing Plan Design Illustrations
  • Benchmarking Fees and Features

See our national sales map for information on the JULY regional consultant who supports investment professionals in your area.

Standing alongside our sales team is a deep and strong group of professionals all of whom are focused on serving client and advisors.    We believe strongly in the professional development of our people and encourage them to pursue industry learning that supports their talent and aspirations. Our staff has earned a number of designations that signify their commitment to excellence.

  • Qualified 401(k) Plan Administrator (QKA)
  • Qualified Pension Administrator (QPA)
  • Accredited Investment Fiduciary (AIF)
  • Chartered Life Underwriter (CLU)
  • Qualified Plan Financial Consultant (QPFC)
  • Certified Personnel Consultant (CPC)
  • Chartered Financial Consultant (ChFC)
  • Certified Employee Benefits Specialist (CEBS)
  • Group Benefits Associate (GBA)
  • Enrolled Retirement Plan Agents (ERPA)
  • Certified Retirement Services Professional (CRSP)
  • Certified Public Accountant (CPA)
  • Fellow, Life Management Institute (FLMI)
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Managing Your Plan to Minimize Top-Heavy Issues
January 10, 2017

Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.

[+] Learn more

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