GROW YOUR 401(k) BUSINESS WITH CASH BALANCE PLANS CASH BALANCE COACH ® Differentiate Yourself In the crowded 401(k) marketplace, the Cash Balance Coach ® program allows you to bring something unique to your clients. Kravitz, the nation’s leader in Cash Balance Plan design, has developed a certification program that will set you apart as you market and sell Cash Balance Plans. Program Self-paced online learning: view our four webcasts at your convenience. • Cash Balance 101 • Cash Balance 201 • Cash Balance Investments • Cash Balance Sales & Marketing Certification Exam Become certified as a Cash Balance Consultant by completing the program for only $199. Cash Balance Consultant ( CBC ) Los Angeles • Atlanta • Las Vegas • Denver Washington, DC • Salt Lake City Ann Arbor • Minneapolis • Charleston 1-877-CB-Plans • www.CashBalanceDesign.com Cash Balance Marketing Resources Videos for Advisors, Clients and Prospects • Cash Balance 101 • Cash Balance for Law Firms and Medical Groups • Cash Balance for closely-held or family businesses Co-branded Written Materials • Cash Balance 101 • “Ideal Candidates” Card • Illustrations for Clients and Prospects Speaker Program Support • CPA Lunch-n-Learns • Dinner Programs • PowerPoint Presentations Targeted Direct Marketing • Identify Likely Candidates in Your Area/Niche • Drip/Grip Campaign Support Co-authored Article for a Journal/Newspaper • CPA or Business Journal • Medical or Law Association SIGN UP NOW! Start the CB Coach-ASAP program anytime! Email [email protected] or call 818-379-6181. RETIREMENT PLANS THAT SAVE TODAY AND BUILD TOMORROW © Copyright 2009 Kravitz, Inc. and/or its respective affiliates. Cash Balance Coach is a registered trademark of Kravitz, Inc. All rights reserved.

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GROW YOUR 401(k) BUSINESSWITH CASH BALANCE PLANS

CASH BALANCECOACH®

Differentiate YourselfIn the crowded 401(k) marketplace, theCash Balance Coach® program allows you to bring something unique to yourclients. Kravitz, the nation’s leader in Cash Balance Plan design, has developeda certification program that will set you apart as you market and sell Cash Balance Plans.

ProgramSelf-paced online learning: view our fourwebcasts at your convenience.• Cash Balance 101• Cash Balance 201• Cash Balance Investments• Cash Balance Sales & Marketing

Certification ExamBecome certified as a Cash BalanceConsultant by completing the program for only $199.

Cash Balance Consultant (CBC)

Los Angeles • Atlanta • Las Vegas • Denver Washington, DC • Salt Lake City

Ann Arbor • Minneapolis • Charleston1-877-CB-Plans • www.CashBalanceDesign.com

Cash Balance Marketing ResourcesVideos for Advisors, Clients and Prospects

• Cash Balance 101• Cash Balance for Law Firms and Medical Groups• Cash Balance for closely-held or family businesses

Co-branded Written Materials• Cash Balance 101• “Ideal Candidates” Card• Illustrations for Clients and Prospects

Speaker Program Support• CPA Lunch-n-Learns• Dinner Programs• PowerPoint Presentations

Targeted Direct Marketing• Identify Likely Candidates in Your Area/Niche• Drip/Grip Campaign Support

Co-authored Article for a Journal/Newspaper• CPA or Business Journal• Medical or Law Association

RETIREMENT PLANS THATSAVE TODAY AND BUILD TOMORROW