Apr 28, 2023
With the passage of the SECURE Act 1.0 and 2.0, agents and advisors have a greater opportunity than ever before to help individuals navigate the complexities of their 401(k) plan. Today on our show, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, discusses these opportunities and the requirements to enter this space.
Links mentioned in the show:
https://www.linkedin.com/in/bonnietreichel/
https://endeavor-retirement.com/