Loan Broker Webinar – Borrower Retirement Funds

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The webinar features industry experts discussing how Business Loan Brokers are closing more loans because their borrowers are using retirement assets.

  • We will discuss how borrowers can use their 401(k),IRA, or other types of retirement funds to start a business– tax-deferred and penalty-free.
  • We’ll cover everything you need to know about 401(k)/IRA business funding, including how it can be combined with SBA loans and used as the equity injection.
Panelists Include:
  • Dallas Kerley, CFE – Benetrends President & Chief Executive Officer
  • Morgan Johns – Benetrends
  • Moderator: Mike Rozman, CFE – BoeFly, Chief Executive Officer

Please skip to 2:45 of the video for the start of the webinar