“Insuring” Your Value: 3 Ways Personalization and Lifetime Income Can Protect Your Business While Gaining New Clients

Join JULY and Nuveen as we explore the benefits of personalization and lifetime income within retirement plans. Retirement income and financial wellness continue to be top of mind for plan sponsors and providers. And now, with legislative action and product innovation, the shift in plan design and personalized strategies is rapidly accelerating.

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Cash Balance Plan Marketing and Prospecting

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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.