Opportunities in the Tax Exempt Markets

As a $2.6T marketplace, the Tax-Exempt market can be a rewarding area of opportunity for advisors to grow their retirement plan practice. Organizations in this market have been largely underserved and are in need of financial professionals to guide them in the retirement plan programs they offer to their employees. Please join OneAmerica® for this session around the different segments of the tax-exempt market and unique challenges within each, how you can work to distinguish yourself when working with these organizations, and valuable prospecting ideas to identify opportunities in your local community.