Jan 14, 2019
to download a copy of this presentation.
A case study about how we helped enhance an advisor's practice with a contemporary non-qualified deferred compensation plan is available here
for a case study on Newport Group's deep dive into executive compensation with a large conglomerate.
We have also created an interactive "quiz" that you can use with your clients to qualify an opportunity and engage in a conversation about employee benefits trends. That quiz can be found here.