Latest presentations
Keeping clients for the long term
Explore how a 360◦ approach to branding can help you stand out and reinforce your value throughout your client relationships.
Topics: Branding; Service and communication; Teamwork; Client acquisition
Can be used with a public audience
Increasing your value to clients
Understand workplace benefits from the plan sponsor’s point of view and how this can help transform your role from workplace provider to workplace consultant.
Topics: The wider benefits network; Your role as connector and consultant; Expanding your knowledge base
Can be used with a public audience
Business building
Identify client stumbling blocks
Discover behavioral insights that can help sponsors and clients make better decisions.
Topics: Financial stressors; Identifying reactive financial behavior; Client resources to share
Can be used with a public audience
Unlock unmanaged retirement assets
Small-business retirement plans can provide access to unmanaged assets. Discover why and the potential impact this can have on your business.
Topics: Growth drivers; Incremental growth; Network expansion
Can be used with a public audience
Navigate the “total benefits” paradigm
Employers need guidance on health and wealth. Explore this opportunity and how to position your practice.
Topics: Health care basics; Sponsor concerns; Benefit bundling
CE CFP CIMA
Can be used with a public audience
Practice management
Preserve your retirement plans
Learn (or relearn) what it means to be a fiduciary, best practices and how compliance can preserve clients and your business.
Topics: Regulatory requirements; Best practices; Resources
Can be used with a public audience
Discover the skills needed to effectively manage relationships
Learn how to communicate with employees, investment committees, financial professionals and consultants.
Topics: Overcoming objections; Listening vs. hearing; Closing
Can be used with a public audience
Define your value beyond your credentials
Identify your value proposition and how it can help you market your practice.
Topics: Defining your service; Marketing for financial professionals; Implementing your strategy
Can be used with a public audience
How R-6, or institutional, shares can promote retirement plan sales
Sponsors can gain greater flexibility and transparency with R-6 shares.
Topics: Defining fee-based; Why offer R-6 shares; Who could benefit from this approach
CE CFP CIMA
For financial professionals only; not for use with the public
Create lasting participant relationships
Clients don’t have to change financial professionals when they change jobs.
Learn how to become their professional of choice.
Topics: Time-cost dynamics; Loyalty’s building blocks; Action plan
CE CFP CIMA
Can be used with a public audience
Collaboration
Health savings accounts (HSAs) should be part of retirement discussions
Learn how HSAs can be triple tax-advantaged investment vehicles.
Topics: Tax benefits; How HSAs work; Adding HSAs to your practice
For financial professionals only; not for use with the public
Explore the benefits of a consolidated approach to recordkeeping costs
Explore how this approach can help plan sponsors maximize value.
Topics: Services; Investments; Fees and transparency
Can be used with a public audience
Help sponsors and participants make smarter decisions
Understand how you can help prevent sponsors and participants from making bad investment decisions for their retirement plans.
Topics: Common behaviors; Plan design strategies; Framing options
CE CFP CIMA
For financial professionals only; not for use with the public
Retirement income
Acquiring modern retirees
Learn how to become the financial professional that clients choose when they make the move from saving for retirement to living it.
CE CFP CIMA
For financial professionals only; not for use with the public
Building retirement income resilience
Learn how objective-based investing can help improve outcomes, including ways to increase the resilience of clients’ retirement income portfolios.
CE CFP CIMA
For financial professionals only; not for use with the public
A key to financial well-being
Saving isn’t enough, and this session highlights the value qualified professionals provide in helping investors define their goals and create plans to achieve them.
Can be used with a public audience
Lean into growth
Discover how investing in equities — both broadly and though variable annuities — can help support long-term retirement goals.
For financial professionals only; not for use with the public
Retirement redefined: The evolving retirement income journey
Explore trends reshaping clients’ retirement needs and how financial professionals could expand their ability to deliver retirement income solutions and grow their practices.
CE CFP CIMA
Can be used with a public audience
Social Security and retirement
When clients opt in to Social Security matters. Learn their options and how that factors into retirement plans.
CE CFP CIMA
For financial professionals only; not for use with the public