Personalization in the Retirement Industry

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401k Marketing | Marketing Across Generations

401k Marketing | Marketing Across Generations

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Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today’s workforce.

State of PEPs: Q&A with Theresa Conti

State of PEPs: Q&A with Theresa Conti

With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.