Latest Insights for Advisors
Leveraging JULY’s Technology Resources: 3(16) & Enrollment
May 26, 2021
Watch the webinar replay for Leveraging JULY’s Technology Resources: 3(16) & Enrollment, recorded Tuesday, Apr 27, 2021.
10 Ways to Supercharge Your Retirement Plan Marketing
May 26, 2021
Watch the webinar replay of 10 Ways to Supercharge Your Retirement Plan Marketing, Recorded January 1st 2021.
Marketing and Prospecting with Cash Balance Plans
May 26, 2021
Watch the webinar replay for Marketing and Prospecting with Cash Balance Plans, recorded Februrary 20, 2020.
The SECURE Act: What You May Not Know
May 26, 2021
Watch the webinar replay for The SECURE Act: What You May Not Know, recorded March 13, 2020.
Prospecting with Total Cost Analysis
Watch the webinar replay for Prospecting with Total Cost Analysis, recorded April 30, 2020.
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...