Qualified Plan

You may have heard that my qualified plan mashup enabled my own pension administration firm to acquire 3200 plus retirement plan sponsors. Using center-of-influence sales and marketing strategies to associated non-affiliated groups I leveraged our company’s staff to become one of the largest independent TPA’s in the Southwest (if not the largest).  I am available on a retainer basis if you would like to leverage my expertise for your enterprise.

Qualified Plan Sales Training Program

Qualified Plan Consulting Rates