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Matching deferred comp plan designs to employer needs. – Principal

September 17, 2018 @ 11:30 AM - 12:00 PM

Principal Learning Network

September 17, 2018
10:30 – 11:00 a.m. (Central)

To Participate: 866-599-9219
Password: Focus

Matching nonqualified deferred compensation plan designs to employer needs

  • Patti Bell, CPA1, CLU® – Assistant Vice President, Business and Advanced Solutions
  • Jason Bowie, CFP®, ChFC® – Director, NQ Consulting and Investment Services

Call objectives

  • Learn what employer indicators may signal nonqualified deferred comp plan sales opportunities.
  • Understand how top employer needs translate into plan design features.
  • Hear about the consulting expertise available to support you and your clients.