Financial Advisor Training

Give your business the Trinity EDGE!

Trinity Pension Consultants is offering a customizable one-hour conference on increasing assets through retirement plans.

With EDGE learn how to, EXPLORE new income opportunities, understand plan DESIGN, GROW assets, and ENGAGE with your sphere of influence.

EXPLORE


  • Learn how to find new retirement assets
  • Identify tax savings strategies within your own book and with new prospects
  • Master maintaining control of the point-of-sale meeting, creating next steps, and closing the deal

DESIGN


  • Learn how to maximize every dollar in your clients’ plans
  • Master the rules that govern plan design
  • Identify the Employer’s objective by understanding employee, diverse, and executive benefit plan design

GROW


  • Increase assets under management by diversifying your book of business
  • Keep your business moving forward with a recurring stream of income
  • Stay in the know and grow your retirement knowledge base with the latest legislations and updates

ENGAGE


  • Increase your CPA sphere by hosting our FREE CPA CE course
  • Build value among your CPA colleagues
  • Gain access to high-net-worth clients by building stronger CPA relationships

Throughout the year we host several EDGE events right in your backyard. Contact your Regional Vice President/Retirement Sales to schedule an EDGE event.