Advisor Hub

The 401(k) Academy Advisor Hub
Offered to partners of The 401(k) Academy & Plan Design Consultants, Inc.

The 401(k) Academy’s Advisor Hub is an online tool built for Financial Advisors to provide a one-stop destination for all retirement plan sales, servicing & retention needs.  Strategically created to cover every step of the process and provide knowledge and tools created from over 40 years of front line experience.

Video Training, Tools, Scripts, Templates, Guides.  If you want to start, invigorate or take your retirement plan sales to the next level you came to the right place.

  • BIZ PLAN

    This section will help you structure your game plan and assist in getting everything in order to succeed in your retirement plan business model.

  • PROSPECTING

    Be efficient and productive when using the tools and data available in prospecting for retirement plans. No reason to re-invent the wheel, this area will outline and give you what you need to prospect properly.

  • GAME TIME

    Sales presentation support and tools as unique and effective as they come. These tools and guidance come from straight from the front lines. Increase your chance of closing retirement plan business by going about it in the best way possible.