March 2010

Charlie Epstein Founder, The 401k Coach “Wears at least three retirement industry hats. … But it is Epstein’s third hat, the 401k Coach program, that makes him practically unique in the industry and makes him a staple ad industry conferences. Epstein trains advisors, TPAs and wholesalers on the ins and outs of dealing successfully with plan sponsors and meeting participants’ needs. He teaches sales strategies, presentation techniques and much more. … Watch for more and more advisors to turn to Epstein.”