Name
                                    Grow Your Practice in the 403(b) & 457(b) Markets Presented by OneAmerica
                                        Date & Time
                                    Monday, October 16, 2023, 11:35 AM - 12:05 PM
                                        Speakers
                                    
                                Description
                                    
The Tax-Exempt Market represents nearly one-fourth of the total defined contribution marketplace, yet 40% of these plans are unadvised.  Despite this disparity, data indicates tax-exempt organizations are more receptive to working with advisors, creating an opportunity to grow their retirement plan business.  Seasoned retirement plan practitioners will share insights and tips to grow your practice and generate revenue, best practices to overcome unique challenges, and valuable prospecting resources to position yourself for success in this underserved, but rewarding market.
 
Location Name
                                    Baltimore 1-2
                                        Session Type
                                    Breakout Session
                                        Sponsored
                                    Sponsored