Main Bullet points:
In an era of fee compression and smaller margins, advisors are looking for new ways to increase revenue and win new plans. Effective participant education can create a win-win scenario: improving participant outcomes and satisfying the plan sponsor while increasing your revenue. Sound too good to be true?
Edward Dressel is president and owner of Retire Ready Solutions™. Edward started off in software development, and held various other positions before becoming president and owner in 2007. Edward’s vision is to help people retire confidently and successfully.
His company’s flagship software product, The Retirement Analysis Kit (TRAK), is used by top producing advisors throughout the US. Edward pioneered the concept of Tax Wise Distribution strategy, a model for retirement income distribution, which helps people determine an accumulation strategy.
Edward is a sought-after speaker, speaking at MDRT, NAIFA and other leading retirement associations. Residing in Oregon, Edward volunteers with the local fire department and is an active member in his community.