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.
- 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
- 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
- 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
- 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.