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Stay Competitive: The Value ‘Personalization” creates for Managed Accounts in Retirement Plans
Today, more than ever, many in the retirement industry are faced with a common challenge – how to address one’s financial needs while remaining competitive. Finding a solution to this problem begs the question: Why is there an increased number of Managed Accounts in retirement plans?

For 30 minutes, join Jerry Cicalese and Wes Schevers as they discuss:
•     How Managed Accounts are adding value for Advisors
•     Tips for engaging with participants when transitioning to Managed Accounts
•     A possible solution to the challenge

*Please note, this webinar is exclusively for retirement plan advisors*

Dec 13, 2022 01:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Kendall Cogan.