Latest Insights for Advisors
Benchmarking Your Retirement Advisory Business
May 25, 2021
Watch the webinar replay for Benchmarking Your Retirement Advisory Business, recorded June 4, 2020.
Prospecting with Qualified Plan Design
May 25, 2021
Watch the webinar replay for Prospecting with Qualified Plan Design, recorded August 13, 2020.
Creating SECURE Act Solutions
JULY's CEO, John Humphrey, contributed an insightful article to the Summer 2020 issue of Plan...
Simplify with JULY’s 3(16) Services
Complete Your Plan Offering: Take Advantage of JULY’s Expanded 3(16) Services While business...
4 Ways to Make Small Business 401(k)s a Key Part of Your Practice
Many advisors will look to 2021 as a year to expand their advisory business to include more Small...
There is No Such Thing as a “Virtual” Meeting
March 11, 2021
Watch the webinar replay of There is No Such Thing as a “Virtual” Meeting. Recorded March 11th, 2021.
Don’t Shirk Fiduciary Responsibility – Shift It
Over the past decade there has been a trend among states to create state-sponsored retirement...
Grow Your Practice with Small Business 401(k) Plans
There is a wealth of opportunity on the small business 401(k) space. Nearly 90% of US businesses...
JULY Announces Merger / Acquisition Transaction with Summit Benefit Solutions
Waco, Texas, July 31, 2019 – July Business Services (JULY), an independently owned, national...
What’s New At JULY
October 29, 2020
Financial Advisor Marketing & Prospecting During COVID
It can be done! The pandemic has limited traditional in-person networking. But forward-thinking...
What is a Pooled Plan Provider (PPP)?
The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded...