FuturePlan

Insights and Perspectives

Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation

Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.

December 17 2024

Press Releases

FuturePlan by Ascensus Appoints Two New Sales Regional Vice Presidents, Sales Consultants

FuturePlan by Ascensus has announced the appointment of two members to the national sales team: Brittany Evans and Nick Xinopoulos.

November 25 2024

Insights and Perspectives

Top 5 Selling Tips to Close Cash Balance Plan Sales

FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.

November 13 2024

Press Releases

FuturePlan by Ascensus Adds New Regional Vice President to Sales Team

FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Lucas Berg, to the FuturePlan team.

October 08 2024

Press Releases

FuturePlan Welcomes New Regional Vice Presidents to National Sales Team

FuturePlan by Ascensus has announced the appointment of two new Regional Vice Presidents to the National Sales Team: Denise D’Antuono and Lori Zeman.

September 18 2024

Insights and Perspectives

Selling Beyond the 401k: Part Two of a Two-Part Series

Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.

April 10 2024

Insights and Perspectives

Prospecting in 10 Minutes a Day on LinkedIn

With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.

April 03 2024

Press Releases

FuturePlan Expands National Sales Team

Levi Ethington and Cassidy Myrick Join FuturePlan to Support Regional Sales Initiatives

February 21 2024

Press Releases

FuturePlan by Ascensus Adds New Regional Vice President to Sales Team

FuturePlan has announced the appointment of a new Regional Vice President, Nick Kennedy, to the FuturePlan team. 

December 19 2023

Insights and Perspectives

Why 1 Million Visitors Love my.FuturePlan

Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.

September 01 2023