Pentegra Training Series for Financial Professionals on Prospecting for Qualified Plans
By Mary Read
Part of our training series for financial advisors, this webinar will provide information on prospecting for qualified plan business, specifically targeting closely held businesses.
Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses. Mary’s expertise has made her a frequent speaker and contributor to financial industry publications. Among her credits she has taught pension classes for financial professionals of major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA and Million Dollar Round Table (MDRT). She is the current National Chair for the Qualified Section of the Society of Financial Service Professionals. Mary is currently the National Director of Qualified Plan Marketing for Alliance Benefit Group-Pentegra.