A key part of the retirement plan sales process is developing an effective sales pitch that displays your capabilities, demonstrates your client focus and differentiates your services from the competition. Mid Atlantic Trust Company is proud to present Franklin Templeton Investments to help you assess the services you bring to the equation, and understand some key points plan sponsors are looking for.
Title: Mid Atlantic InfoxChange: Building an Effective Retirement Plan Sales Presentation
Date: Thursday, December 13, 2012
Time: 4:00 PM – 4:30 PM EST
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Users of myStreetscape will be able to access National Financial produced tax forms for import into TurboTax beginning on or about February 4, 2013.
The following forms will be eligible for import:
More information, including instructions for importing into TurboTax, will be sent to our registered representatives via email before year-end.