Business Development

 

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On-Demand Webinar - If You Can Dream It You Can Do It: The Art of Getting Stuff Done

On-Demand Webinar - If You Can Dream It You Can Do It: The Art of Getting Stuff Done

Do you dream about accomplishing more but aren’t sure how to get it done? Join Deborah Rubin, Senior Vice President of Retirement Transamerica, as she shares her expert insight on creating SMART goals and how you can master the art of getting stuff done. She identifies and offers inspiration to move past the fears and uncertainties that stop people from truly reaching their full potential.
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QDIA Resources - A guide for Plan Advisors

QDIA Resources - A guide for Plan Advisors"

This Advisor Brief is part of a “QDIA Policy Kit” designed to help you systematically educate your clients on critical issues that will differentiate you from your competition. While these investments can hold a majority of plan assets, many plans fail to have an objective process in place to guide the fiduciaries in fulfilling their duty to prudently select and monitor the plan’s QDIA.
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QDIA Resources: A Guide for Plan Advisors

QDIA Resources: A Guide for Plan Advisors

This Advisor Brief is part of a “QDIA Policy Kit” designed to help you systematically educate your clients on critical issues that will differentiate you from your competition. While these investments can hold a majority of plan assets, many plans fail to have an objective process in place to guide the fiduciaries in fulfilling their duty to prudently select and monitor the plan’s QDIA.
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