(760) 610-7400 Palm Desert, CA

Upcoming Events - 3

March Membership Webinar

"Creating Opportunities in the 401(K) Space -
Where You Choose Your Level of Involvement"
 
Presented By:  Jim Moore
CPS Insurance Agency
 
 
Taffy Guillen
 

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DATE: Thursday, March 18, 2021

TIME: 9:30am - 10:30am

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Course Description
As an Employee Benefits Consultant, you are a trusted resource for your clients.  They turn to you for all sorts of advice, but what happens when that advise turns to employer sponsored retirement plans.  Learn how you can immediately expand your services, insulate your business from the competition, and dramatically start to grow revenue by helping to support your clients 401(k) inquiries.  The best part is you don’t have to be an expert.

In this 40 minute educational event we will cover:

  • How California’s State Mandated Retirement Plan (CalSavers) is creating 401(k) opportunities.
  • How 15 minutes can lead to (k) opportunities you didn’t know exists in your book of business.
  • How to convert those opportunities into revenue.

Grow revenue without taking on the task of establishing and servicing a new, highly regulated line of business.  We handle it all while you share in the rewards—all at zero cost to you.


Jim Moore is in his 31st year in the financial industry currently working at CPS Insurance Services. Prior to CPS, he was the RVP of Voya Financial, where he managed wholesaling retirement plans through a network of successful advisors, consultants, and TPAs.  His expertise covers all delivery platforms including institutional, insurance, mutual fund, and payroll based.  Jim has his MBA in Finance and Economics from Pepperdine University along with his series 7 and 63 license.

Taffy Guillen has been servicing qualified retirement plans for over 30 years.  She is well versed in the Employee Retirement Income Security Act (ERISA) and focuses on plan design consulting with the intent to improve plan health. She has earned both the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators, along with her Certified Fund Specialist (CFS) from the Institute of Business and Finance. 


SPONSORED BY:

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Registration Fees:

DCAHU Members - $0
Non-Members $0

REGISTER HERE !