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DCAHU Webinar: Creating Opportunities in the 401k Space – Where You Choose Your Level of Involvement

DCAHU Webinar: Creating Opportunities in the 401K Space – Where You Choose Your Level of Involvement

Date: March 18, 2021
Time: 9:30 am to 10:30 am
Place: Online
Cost: Fee

Speakers: Jim Moore, CPS Insurance Agency and Taffy Guillen

As an Employee Benefits Consultant, you are a trusted resource for your clients.  They turn to you for all sorts of advice, but what happens when that advise turns to employer sponsored retirement plans.  Learn how you can immediately expand your services, insulate your business from the competition, and dramatically start to grow revenue by helping to support your clients 401(k) inquiries.  The best part is you don’t have to be an expert.

This educational event will cover:

  • How California’s State Mandated Retirement Plan (CalSavers) is creating 401(k) opportunities.
  • How 15 minutes can lead to (k) opportunities you didn’t know exists in your book of business.
  • How to convert those opportunities into revenue.

Grow revenue without taking on the task of establishing and servicing a new, highly regulated line of business. We handle it all while you share in the rewards—all at zero cost to you.

To learn more visit dcahu.org.

Register Now!