Email This Article

Using Year-End Plan Reviews to Stand Out

Samantha Allen

Year-end plan reviews are the perfect time to demonstrate your value and address any concerns your plan sponsor clients may have, Bob Kaplan, ING U.S.ís National Retirement Consultant, told advisors during a webinar.

Login for Registered Users:

Log in below to email an article:

The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 28, 2014 |

October 7, 2014 |

October 21, 2014 |

October 27, 2014 | The Mandarin Oriental, Boston

November 4, 2014 |

Already a subscriber? Log in here