Retirement
How to Talk to Clients About Cash Balance Retirement Plans
Podcast recorded on 09/03/2020
Michael Walton

Principal, Managing Director

Bob Moser

National Sales Director

Sage’s Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this type of retirement plan, and how financial advisors can make Cash Balance Plans a successful part of their practice.