Retention Bonus Plans
A Retention Bonus Plan is a flexible and cost-effective compensation plan that provides top performers with lump-sum cash bonus awards that are paid upon the completion of a pre-agreed service period or upon the occurrence of certain triggering events. In this webinar, you will learn why these plans are so valuable and how these plans can be used to achieve critical business objectives. You'll leave this webinar with several compelling reasons to schedule appointments with your clients and prospects today.
You will learn how to:
- Identify employer prospects for Retention Bonus Plans
- Communicate plan benefits available to employers and their key employees
- Establish and fund Retention Bonus Plan using key person life insurance
Brian A. McKenna, JD, CLU, ChFC is a Senior Sales Consultant with The Guardian Life Insurance Company’s Business Resource Center. Brian joined the Guardian Life Insurance Company with almost thirty years of professional experience as an advanced planning consultant with several life insurance companies and as a Certified Public Accountant with a high-profile accounting firm. Brian earned his Bachelor of Science in Accounting from the University of Connecticut and received his law degree from the University of Tennessee. He also earned his Chartered Life Underwriter and Chartered Financial Consultant from the American College, Bryn Mawr, Pennsylvania. Brian is a member of the Society of Financial Service Professionals.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been applied for.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes live webinar, PowerPoint, and access to the archived program)
||FSP Premier Members
|Prof Recertification (PACE) Credit:
* FSP Members still need to register as usual.
- Register online by selecting the "Register" button above.
- Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
- Refund Policy
Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.
The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.
The recording will include both the audio portion and PowerPoint slides.