Dan Kravitz teaches us how you can bring REAL VALUE with a Cash Balance Plan.

Dan Kravitz teaches us how you can bring REAL VALUE with a Cash Balance Plan.

Dan Kravitz has been in the industry for over 25 years. In this episode you will learn why cash balance plans are an account you need to learn and know how to explain. Dan tells us why and how he build the strongest cash balance brand in the country. He also covers how you can get started or take your cash balance practice to the next level. He mentions a few webcasts covering a variety of topics including one of the hottest right now, Strategic Plan Termination. I strongly urge you to spend some time on his website learning as much as possible on how to use this powerful account to help your clients. https://www.cashbalancedesign.com/


I'll see this Friday Oct 30 at 3:30est at the Excel Conference with Matt Jackson and Jania Stout. Register here: https://app.livestorm.co/advisor2x/how-to-avoid-burnout-and-manage-stress?utm_source=Livestorm+company+page


Finally, make sure to sign up to be notified of the 401(k)lub launch next month: https://www.401klub.com/




Avsnitt(59)

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