That Annuity Show
That Annuity Show
Nassau Financial Group
189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel
36 minutes Posted Apr 28, 2023 at 1:47 am.
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Show notes
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/