Uncovering Opportunities in the Tax-Exempt Markets
Studies show that as of 2020, 45% of 403(b) plans still do not have an advisor helping them with their plan today. Watch this video and learn how tax-exempt entities differ from for-profit clients and how creative plan design can help increase your chances of getting hired on a tax-exempt entities retirement plan. Additionally, you will learn which type of firms to best partner with for prospecting opportunities. Last learn about OneAmerica’s history in working in the tax-exempt space and what OneAmerica’s unique capabilities are in working with the type of organizations.
- Kara Kidney, Business Development Director- OneAmerica
- Jennifer Jenkins - OneAmerica