This is Coach Sali’s playbook for building and implementing Sallus Retirement plans. If you prefer to learn via video content, click the ‘Coach’s Corner’ button above to go back.

The Advisor Playbook will help you:

• Identify and close the right prospects
• Discover differences among the different types of 401k plans
• Learn why the Sallus PEP might be a better option than the new State Run plans

When you’re ready to create a new Sallus retirement plan, click the ‘Build A Plan’ button above.