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Hyatt Regency New Orleans
Hyatt Regency
601 Loyola Avenue
New Orleans, LA 70113

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Tuesday, September 28, 2010

1:30 PM - 2:25 PM
Track: Financial Wellness View Track

LOOKING INTO THE FUTURE: WHAT YOUR CLIENTS—AND YOUR BUSINESS WILL LOOK LIKE

Jerry Kalish, President, NATIONAL BENEFIT SERVICES, INC.
Michael Ziccardi, National Sales Director, RETIREMENT MARKETING SOLUTIONS

  • Understanding the trends, demographics, and economics that will affect your clients and your business
  • How to grow your business by selling and servicing small retirement plans
  • How to develop a value proposition to “decommoditize” your services   

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