The simple answer is – yes – at the inaugural NAPA Nonqualified Plan Advisor Conference and Bootcamp.
There you’ll have an opportunity to explore how providing nonqualified plan designs and services can benefit your practice by bringing in new business, retaining existing business, strengthening relationships with mission-critical key employees and opening doors with Centers-of-Influence, who, in turn, are trusted advisors to a myriad of successful businesses.
Nonqualified plans offer unique benefits to clients and business development opportunities for advisor practices, but have historically been underutilized by most advisors in the retirement plan industry. Integrating nonqualified plans into your business model:
- leads to direct communication with corporate decision-makers;
- provides flexible and customizable plan designs for clients; and
- differentiates your value proposition from competitors by providing this invaluable expertise and service.
Beyond the conference itself, you’ll have an opportunity to earn NAPA’s newest certificate – the Nonqualified Plan Advisor (NQPA) Certificate. The NQPA Certificate program provides advisors with the knowledge, tools and relationships they need to be a credible and successful nonqualified plan specialist.
Those who attend the extra day will have the opportunity to participate in the complimentary, two-day NQPA bootcamp led by NAPA President Jeff Acheson. The bootcamp will focus on delivering a deep dive into the knowledge and information an advisor should possess to consider themselves well-prepared and confident of their success in the nonqualified plan market.
Ensure your relevance and expand your opportunities in the marketplace: register today to attend the NAPA Nonqualified Plan Advisor Conference and Bootcamp. Seating is limited – and registrations have been rolling in!
Learn more about the NAPA Nonqualified Plan Advisor Conference and Bootcamp, September 23–25, in Chicago.
