How to sell 401k plans

Topics:

Voya Financial – Bill Hayward (15 years selling retirement plans)
•    Why sell retirement plans?
•    Where to prospect for plans?
•    Resources to help you sell

Plan Design Consultants – Chad Johansen
•    CalSavers vs SIMPLE IRA vs 401(k) - What you need to know
•    Understanding how to represent retirement plan tax savings to a business owner
•    How to leverage your 401(k) team

Presenters

Chad Johansen

Partner & Director of Consulting

Plan Design Consultants, Inc.

P: (650) 425-7914

chad.johansen@plandesign.com

Bill Hayward, MBA
Regional Vice President
Voya Financial
Tel: 408-410-9138
Bill.Hayward@voya.com

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