January 17, 2023

Demystifying Qualified Plans

National Life is going back to the basics as we explore these plans and the benefits they provide.

Have a conversation with a small business owner and it is probable that they will mention tax savings, employee retention and transitioning into retirement as some of their primary concerns.

What if we were to tell you that there is a solution that can address all three of these issues?
Such a solution does exist, and it comes in the form of a qualified retirement plan.

But what exactly is a qualified plan and how can it provide such a wide range of benefits?

National Life has established a variety of resources to help introduce you to qualified plans and the purposes that they serve for businesses throughout Main Street America.

For more on this topic –

Watch the following training videos to learn more about qualified plans and the advantages that they provide.
Then, check out our Qualified Plans Playbook for an even deeper dive.

What is a Qualified Plan?
Types of Qualified Plans
Target Markets of Qualified Plans
Advantages of Qualified Plans

Browse these resources for additional information, marketing and sales tools on these topics.

You have direct access to the Advanced Markets Team for case consultation and point-of-sale support.

Learn more about the team on NationalLife.com

Need Help? Contact us at 1-800-906-3310, Option 1

or learn more on the Agent Portal,
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