- Prime Interest Rate Lowered to 3.25%
- JULY promotes Blake Willis to serve as Chief Operating Officer
- JULY partners with Stadion to offer enhanced participant managed account solution. Read more...
- The passing of the SECURE Act is good news for many Plan Sponsors starting a retirement plan or adopting automatic enrollment.
- Learn about the changes and relief the CARES Act provides for retirement plan participants.
Webinars
2021 Webinar Series
8/19/21
Thu, Aug 19: 03:10 PM: Best Practices for a Thriving Retirement Plan Business
7/15/21
Thu, Jul 15: 03:10 PM: Retirement Plan Managed Accounts
6/17/21
Thu, Jun 17: 03:10 PM: Technology for the Modern Advisor
4/27/21
Tues, Apr 27: 03:10 PM: Leveraging JULY’s Technology Resources: 3(16) & Enrollment
3/11/21
There is No Such Thing as a “Virtual” Meeting
1/21/21
10 Ways to Supercharge Your Retirement Plan Marketing
2020 Webinar Series
2/20/20
Marketing and Prospecting with Cash Balance Plans
3/19/20
The SECURE Act: What You May Not Know
4/30/20
Prospecting with Total Cost Analysis
6/4/20
Benchmarking Your Retirement Advisory Business
8/13/20
Prospecting with Qualified Plan Design
9/24/20
What’s New at JULY? Innovative Ways We Can Help You in Your Practice
10/7/20
Grow Your Business with the Power of Story
2019 Webinar Series
1/16/2019
Grow Your Business with Schwab and Judy Diamond’s Retirement Plan Prospector
2/20/2019
Propel Your Small Business 401(k) Sales with Launch401k
3/20/2019
Social Security: The Most “Refer-able” Topic in Your Practice
4/17/2019
The Ins and Outs of Marketing with LinkedIn
5/15/2019
Prospecting with ADP Test Failures
6/19/2019
Content Marketing is the New Key to Business Success
7/17/2019
What’s New at JULY?
8/21/2019
The New Realities of Marketing
9/18/2019