If you are new to the nonqualified plan space, it can be confusing knowing who does what, how they get paid, and who can help you have success. This session will focus on answering those questions to enable a fast, comfortable, and efficient start to growing your practice.

These sessions feature real-world case studies demonstrating how advisors and industry partners collaborate to identify client needs, evaluate planning challenges, and implement nonqualified and workplace wealth management strategies in practice.

Developing a successful nonqualified plan practice requires far more than technical expertise. This session will explore effective marketing, prospecting, and discovery methodologies used by successful nonqualified plan advisors to engage high-income professionals, business owners, and executive decision-makers.