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Monday, September 26, 2011

11:00 AM - 12:00 PM
Track: Regulatory Compliance View Track

PROTECTING YOUR CLIENT FROM ERISA’S SIGNIFICANT LIABILITIES WHILE SHORING UP YOUR CLIENT BASE AND EXPANDING YOUR BUSINESS

Bernard Kearse III, Founder/Owner, ERISA PROS, LLC

Learn how to protect your existing client base from outside advisor intrusion. Draw new clients to you as a resource and value-added broker. Discover how to use ERISA to acquire new clients. Prepare yourself for the phone call that you hope you never receive.

  • Understand what ERISA is and the documents required for compliance
  • Discover why it is more important than ever for employers to comply
  • Learn how to close more business by offering compliance as a value add

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