Exploring JULY’s Tools and Resources for Participants and Advisors

June 6, 2024

JULY offers extensive planning and organizational tools and resources for retirement plan participants and advisors. JULY’s COO, Blake Willis, walks you through some of the ways working with JULY is made easier through our focus on technology and resources.

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Cash Balance Plan Marketing and Prospecting

Cash Balance Plan Marketing and Prospecting

April 25, 2024

Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.