JULY | Dimensional Retirement Plan University | Going to Market

May 10, 2024

“Going to Market” closes out the Retirement Plan University webinar series. This session provides perspectives on prospecting, pitching, and closing retirement plan opportunities.

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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.