We understand the challenges that come with selling retirement plans. That's why we've developed a series of exclusive trainings designed to help Financial Advisors grow their business.
Our trainings cover a range of topics, including:
- Owner only plans and how they can impact your client's tax liability.
- 401(k) Safe Harbor + Profit Sharing plans designed to benefit the employer and employee.
- SECURE 2.0 Act and the three major sections that can help you sell more plans.
The Trinity Learning Center trainings are not one-size-fits-all. We will work with you to identify your specific needs and customize our trainings to meet them. Whether you're a new Advisor or an established one, we can help you grow your business.
Contact your Regional Vice President/Retirement Sales to learn more about our proprietary advisor trainings today and start unlocking your business's full potential.