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Press Releases
FuturePlan by Ascensus Welcomes New Regional Vice President to Sales Team
FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Michael Butler, to the FuturePlan team.
Insights and Perspectives
Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation
Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.
Press Releases
FuturePlan by Ascensus Appoints Two New Sales Regional Vice Presidents, Sales Consultants
FuturePlan by Ascensus has announced the appointment of two members to the national sales team: Brittany Evans and Nick Xinopoulos.
Insights and Perspectives
Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
Press Releases
FuturePlan by Ascensus Adds New Regional Vice President to Sales Team
FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Lucas Berg, to the FuturePlan team.
Press Releases
FuturePlan Welcomes New Regional Vice Presidents to National Sales Team
FuturePlan by Ascensus has announced the appointment of two new Regional Vice Presidents to the National Sales Team: Denise D’Antuono and Lori Zeman.
Insights and Perspectives
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
Insights and Perspectives
Selling Beyond the 401k: Part Two of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.
Insights and Perspectives
Prospecting in 10 Minutes a Day on LinkedIn
With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.
Press Releases
FuturePlan Expands National Sales Team
Levi Ethington and Cassidy Myrick Join FuturePlan to Support Regional Sales Initiatives