Maximizing Client Wealth Through Qualified & Non Qualified Pre Tax

To fuel growth, savvy advisors are looking for successful sales strategies that better align them with select client needs and enable them to save more on a pre-tax basis. To meet this need, this session will discuss best practices on how to maximize client savings through qualified and non qualified plan strategies. In addition to identifying the target market for qualified, non-qualified and combination plans, we will discuss the process and the transition to the non-qualified sales strategy. As a bonus, our panelists will provide takeaway tips from advisors active in the non-qualified plan market.


Segments

Segment One
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Guest

Eric Kaufman
Vice President
Retirement Resources Employee Benefits Group

Eric Kaufman, Vice President, Retirement Resources Employee Benefits Group, Lockton. As a student of total benefit planning, Mr. Kaufman provides consulting services on retirement, executive benefits and health care that are designed to improve operational & financial outcomes. In addition to contributing to periodicals and conferences on health and retirement benefits, Eric shares his knowledge daily on The Benefit Blog, recently named a “Top 10 Compensation and Benefit Blog” by HR Daily Advisor. Mr. Kaufman was also named among the “Top 100 Retirement Plan Advisors” by PlanAdvisor Magazine during 2009 and 2010. Eric earned a BS in Business Administration and a MBA in Business Management from the University of Southern California.

For more information, call (213) 689-0555 or email: ekaufman@lockton.com


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