Retirement Products for Small Businesses

Retirement Products for Small Business


Price: $95 members; $130 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license.  Call or email for details.
Course Description:  Retirement Products for Small Businesses explores the advantages to small businesses when offering retirement plans. It describes the five retirement products and their general characteristics to match to specific client business needs. This course also compares client needs throughout the business life cycle to product characteristics. This course introduces a referral process to make effective client referrals to retirement specialists, ensure client satisfaction, and refine client communication skills.
Audience:  Bank personnel responsible for managing small business relationships with responsibilities for referring and/or selling retirement services and products.
Learning Objectives:  After completing this course, students will be able to:
  • Define the benefits associated with retirement planning for the small business owner
  • Identify various retirement products appropriate for small business owners
  • Compare characteristics of various retirement products
  • Match characteristics of retirement products to small business owners’ needs
  • Refer small business clients to retirement specialists using the H.E.L.P tool
Prerequisites:  None, although knowledge of the banks retirement products is helpful
Course Credits: AIB: .25
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008