- 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
2020 Webinar Series
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2/20/20Marketing and Prospecting with Cash Balance Plans Listen to a Recording
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3/19/20The SECURE Act: What You May Not Know
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4/30/20Prospecting with Total Cost Analysis Listen to a Recording
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6/4/20Benchmarking Your Retirement Advisory Business
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8/13/20Prospecting with Qualified Plan Design
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9/24/20What’s New at JULY? Innovative Ways We Can Help You in Your Practice Listen to a Recording
2019 Webinar Series
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1/16/2019Grow Your Business with Schwab and Judy Diamond’s Retirement Plan Prospector Listen to a Recording
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2/20/2019Propel Your Small Business 401(k) Sales with Launch401k
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3/20/2019Social Security: The Most “Refer-able” Topic in Your Practice
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4/17/2019The Ins and Outs of Marketing with LinkedIn Listen to a Recording
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5/15/2019Prospecting with ADP Test Failures
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6/19/2019Content Marketing is the New Key to Business Success Listen to a Recording
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7/17/2019What’s New at JULY? Listen to a Recording
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8/21/2019The New Realities of Marketing Listen to a Recording
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9/18/201910 Things About Video Every Busy Financial Advisor Needs to Know Now Listen to a Recording