Program Description:
This course will introduce and define retirement products and services appropriate for small businesses including IRA's, Keogh's, SEP IRA's and Employee Benefit Trusts. Participants will compare features and benefits of these products to match the product(s) most appropriate for the small business owner's and their employees' needs. Participants will receive tools for on-the-job use in making benefit focused retirement product referrals.
After successfully completing this course, the student will be able to:
- Define the benefits associated with retirement planning for the small business owner
- Define various retirement products applicable to small business owners and their employees
- Compare the features and benefits of the various retirement products
- Match the applicable features and benefits of the retirement plans to the appropriate small business owners
- Complete a referral outline using a benefit-focused strategy
Who Should Attend:
Bank personnel responsible for managing small business relationships with responsibilities for referring and/or selling retirement services and products.
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