Sales
Webinars & Broadcasts
November 2019 Qualified Plans in Today’s Environment
Qualified Plans in Today’s Environment DC Booklet
Qualified Plans in Today’s Environment DC Slides
Qualified Plans in Today’s Environment DC Broadcast
Qualified Plans in Today’s Environment DB Booklet
Qualified Plans in Today’s Environment DB Slides
Qualified Plans in Today’s Environment DB Boradcast
Qualified Plans in Today’s Environment Legal Booklet
Qualified Plans in Today’s Environment Legal Slides
Qualified Plans in Today’s Environment Legal Broadcast
2019 How to Sell Retirement Plans
How to Sell Retirement Plans – Booklet
How to Sell Retirement Plans – Slides
How to Sell Retirement Plans – Broadcast
Marketing Tools
Investment Providers
![]() | Jason Brady Senior Manager Retirement Business Development | Marc Ialeggio Retirement Plan Counselor | Amy Garman Retirement Business Development Specialist |
![]() | Great-West Retirement Services | Henry Giano | Keith Cattaneo Regional Sales Director |
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![]() | David Ravarino TPA Services | Don Oldag Regional Vice President | Nick Wilson Senior VP of Sales |
![]() | Bay Area Matthew Nault Internal Sales Consultant Angelo Cabral Regional Vice President | Northern California Zach Carstensen Regional Vice President Christopher McDavid Regional Vice President | Ann Slotwinski Vice President of TPA Services |
![]() | Fred Bloodgood Advanced Sales and Business Development Christopher Somers Sales Director | Bonnie L. Nave Senior Strategic Relationship Manager: TPA Channel | |
![]() | Kevin Drucker Managing Director | Travis Matthews, QPFC TPA Sales Consultant Retirement Plans Group | David Popalardo Sales Consultant |
![]() | Timothy R. Guay, MBA, CIMA, ARPC Director Investment Specialist Group | ||
![]() | Kari Lusby, CFP, AIFA Regional Vice President | ||
![]() | Victoria Frey Relationship Manager | ||
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![]() | Kim Vu External Wholesaler | Matt Newdigger Regional Vice President | James Blue Internal Partner |