Join us for a webinar on Wednesday, July 17, 2024, from 12:00 pm to 1:00 pm Eastern, to explore Pension Risk Transfer (PRT) and discover how it can open the door to new client opportunities. This live event is free for members.

WEBINAR HIGHLIGHTS:

Understanding Pension Risk Transfer (PRT): Dive into the fundamentals of PRT, a strategy that helps defined benefit plan sponsors offload their pension liabilities. We will cover the key concepts and benefits of PRT, highlighting how it can be a valuable tool for financial professionals looking to expand their client base.

Identifying and Engaging Plan Sponsors: Learn effective techniques to identify and engage defined benefit plan sponsors within your geographic area. We will discuss how to approach these potential clients and communicate the advantages of PRT solutions tailored to their needs.

Designing and Implementing PRT Solutions: Gain insights into designing and implementing PRT solutions that meet the specific requirements of your clients. Understand the steps involved in the PRT process, from initial consultation to final execution, ensuring that you can provide comprehensive and effective service.

Generating New Revenue Streams: Discover how PRT can generate new sources of revenue for your practice. By incorporating PRT into your service offerings, you can diversify your income streams and create a more resilient and profitable business model.

LEARNING OBJECTIVES:

Client Engagement: Learn strategies to identify and engage defined benefit plan sponsors, positioning yourself as a trusted professional in the PRT market.

Customized Solutions: Understand how to design and implement PRT solutions that are customized to meet the unique needs of each client.

Revenue Growth: Explore ways to leverage PRT to generate new revenue streams and enhance the sustainability of your practice.

*Please note CE Credits are Not available for this webinar.

This webinar, sponsored by Ash Brokerage, is a must-attend for those seeking to expand their expertise and client base through innovative marketing strategies. By participating, you will gain valuable knowledge and tools to enhance your practice and meet the evolving needs of your clients. Don't miss this opportunity to unlock new client opportunities and drive the growth of your business. Register today!