Join us for a unique opportunity to discover how you can optimize your existing employee benefits plan with the help of ACT Advisors, an Executive Financial Strategist.
During this demo, you’ll learn how we can help you get up to 40% more from your current benefits. This includes unlocking tax alpha opportunities with the power of direct indexing.
Join us for this demo and discover how ACT Advisors can help you take your benefits plan to the next level. Don’t miss this opportunity to learn how you can maximize your existing employee benefits plan.
To schedule your demo, use the calendar provided or send us an email at firstname.lastname@example.org.
What does up to 40% more from your benefits package look like for you? We’ve seen how it can help transform an executive’s portfolio and offer peace of mind that is priceless in any market. We can’t wait to share it with you, too.
Doug English, founder of ACT Advisors, has served senior executives’ personal financial analysis and risk management needs for more than 20 years. He recently launched a podcast, “C.U. on the Show,” where he interviews industry insiders to seek insights credit union leaders can use to drive personal financial success.