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February Is I Love NAIFA Month

In a competitive job market, businesses are looking to financial professionals for benefits to help them attract and keep talent. Nonqualified benefits, like deferred compensation plans, may be a good solution to appeal to executives looking for pre-tax opportunities beyond IRAs and 401(k) plans to accumulate greater wealth for retirement. Knowing the ins and outs of these products may help you practice stand out and appeal to a larger pool of business clients.

In the Learning Lab, “Expanding Your Market Into Nonqualified Benefits,” at NAIFA’s Apex sales summit, Fulcrum Partners Senior Vice President of Retirement Steve Broadbent and Vice President of Retirement Sam Robert will help advisors understand the basics of nonqualified benefits and how these benefits will assist clients with recruiting and retaining key talent. It will offer tools and information needed to identify opportunities for nonqualified benefits in any market.

This Apex Learning Lab is sponsored by Fulcrum Partners.

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