News & Events
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.
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Webinars
2021 Webinar Series
3/11/21
There is No Such Thing as a “Virtual” Meeting
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1/21/21
10 Ways to Supercharge Your Retirement Plan Marketing
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2020 Webinar Series
2/20/20
Marketing and Prospecting with Cash Balance Plans
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3/19/20
The SECURE Act: What You May Not Know
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4/30/20
Prospecting with Total Cost Analysis
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6/4/20
Benchmarking Your Retirement Advisory Business
Listen to a Recording
8/13/20
Prospecting with Qualified Plan Design
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9/24/20
What’s New at JULY? Innovative Ways We Can Help You in Your Practice
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10/7/20
Grow Your Business with the Power of Story
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2019 Webinar Series
1/16/2019
Grow Your Business with Schwab and Judy Diamond’s Retirement Plan Prospector
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2/20/2019
Propel Your Small Business 401(k) Sales with Launch401k
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3/20/2019
Social Security: The Most “Refer-able” Topic in Your Practice
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4/17/2019
The Ins and Outs of Marketing with LinkedIn
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5/15/2019
Prospecting with ADP Test Failures
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6/19/2019
Content Marketing is the New Key to Business Success
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7/17/2019
What’s New at JULY?
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8/21/2019
The New Realities of Marketing
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9/18/2019
10 Things About Video Every Busy Financial Advisor Needs to Know Now
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