Products
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Pre-order available now!
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QRP 101 in 60 minutes
CourseQRP 101 in 60 minutes will give you the technical foundation to sound credible when you are trying to close the Qualified Plan Sale. Learn the basics in easy to understand terms using real world case studies.
$87
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Pre-order available now!
Cash Balance AUM Accelerator
CourseThe Cash Balance AUM Accelerator gives you the exact 6-pillar system to attract high-net-worth business owners, close multi-million dollar Combo plans, and add measurable AUM - in 30 days.
$127
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Pre-order available now!
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The Hidden QRP Gold Mine
CourseStop chasing new clients. Start mining your existing book. In 30 days this course will help you identify and convert qualified plan opportunities you already have.
$47
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Unlocking Qualified Retirement Plans: A Beginner's Guide for Financial Advisors
Digital downloadDive into the essentials of qualified retirement plans tailored for financial advisors. Learn core rules, identify candidates, and enhance client relationships to boost your AUM and attract high-net-worth clients.
Free
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QP Experts - Advisor Hub
CommunityAdvisor Hub. Exclusive community for financial advisors mastering qualified retirement plans (QRPs). Gain confidence through real case studies, peer Q&A, weekly Fireside Chat insights, and strategies to accelerate AUM growth. Connect, discuss, grow.
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Qualified Plans Explained - Foundations of Qualified Retirement Plans for Financial Professionals
CourseTransforming hesitant financial advisors into confident experts in recommending Qualified Retirement Plans to their clients. Grow your client base, increase AUM, and build trust without costly mistakes.
$487