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hero image_ACS webinar

NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

Pension Risk Transfer: Open the Door to New Client Opportunities

 

Financial professionals across the country tell us they want prospective clients who have assets to move and are willing to meet on a favorable basis. They also tell us their current marketing efforts produce an inconsistent flow of new clients. This creates concern for how they will grow their practice outside of relying on market increases. Every financial professional should have a sustainable marketing strategy to gain prospective clients. Pension Risk Transfer (PRT) marketing is one way to do it.

You will learn:

  • Identify and engage defined benefit plan sponsors in your geographic area

  • Design and implement PRT solutions based on client needs

  • Generate new sources of revenue

 

Webinar Sponsored by

ash

 

REGISTER

Additional information is provided below.

Wednesday, July 17, 2024

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59 for Non-Members

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

Program Overview

July 17th | 12 - 1 pm eastern

SPEAKER

Stephen J. Pilger, RICP, RSP, CSSC

National Sales Director, Pension Risk Transfer at Ash Brokerage

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National Sales Director, Pension Risk Transfer at Ash Brokerage

Stephen J. Pilger, RICP, RSP, CSSC

Stephen J. Pilger, RICP, RSP, CSSC is National Sales Director, Pension Risk Transfer at Ash Brokerage. Steve provides comprehensive pension risk transfer solutions to the clients of our nationwide advisor network. Defined benefit plan sponsors have important decisions to make in addressing longevity risk, rising administrative costs, increased regulation, and uncertain markets. PRT transactions have reached record levels as plans of all sizes eliminate risk from their books. Our experienced team removes pension liabilities from a company's balance sheet and delivers better outcomes for plan participants. Our services cover every details of the plan termination process including:
-Plan analysis and design
-Funding and expense forecasting
-Lump sum window design and administration
-Annuity purchases
-Plan termination

A financial services industry professional since 1988, Steve's experience in national and regional capacities is summarized here.

ADDITIONAL INFORMATION

Educational Level

Intermediate

CE Credits

There are no CE Credits for this webinar. 

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for accessing the PowerPoint/presentation material.

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register anyway and you will automatically be sent the recording link.

 

 

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