Pentegra Training Series for Financial Professionals on Prospecting for Qualified Plans

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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.

Author

Mary Read

Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses. Read is a frequent speaker and contributor to financial industry publications, teaches pension classes for financial professionals of major financial institutions, and has been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400. She is the National Director of Qualified Plan Marketing for Pentegra.

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