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
SIGN UP NOW!Start the CB Coach-ASAP program anytime!Email [email protected] or call 818-379-6181.
RETIREMENT PLANS THATSAVE 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.
Recommended
