Workshop: The PEP Journey: 5 years of Surprises and Successes
From initial expectations to the unforeseen realities, PEPs are reshaping how advisors approach their books of business. Over five years, perceptions have shifted, and what began as uncertainty has evolved into optimism. Advisors now see the potential of PEPs because they’ve witnessed firsthand the efficiencies, growth, and opportunity these plans bring to the table.
Sponsored by The Standard
