You did the hard part….you go the meeting, now it is time to show proper solutions and improvements to your prospect and win a new client.  The 401(k) Academy and Plan Design Consultants believe strongly that the below tools, information  and support from our Sales Consultants can insure a very high closing percentage.

GAME TIME

  • PRE-MEETING
    Academy Tools -  BASIC CLIENT FACT FINDING TEMPLATE        
                               PLAN ANALYSIS PACKAGE REQUEST
                               PLAN DESIGN ILLUSTRATION CENSUS REQUEST
                               INITIAL SALES MEETING AGENDA TEMPLATE
                               SHORT VIDEO - Title: The 2 Step Process

  • PLAN ANALYSIS PACKAGE
    Academy Tools - ABC COMPANY PLAN ANALYSIS PACKAGE
                              RECORDED WEBINAR - Title: The Plan Analysis Approach

  • RETIREMENT PLAN FEES
    Academy Tools - FEE COMPARISON TEMPLATE
                              OVERVIEW OF RETIREMENT PLAN FEES
                              DOL FEE TRANSPARENCY TEMPLATE
                              408(b)(2) REGULATION OVERVIEW

  • GENERAL
    Academy Tools -  BLOG POSTING - Title: Positioning for Broker of Record Change
                                ARTICLE - Title: Insurance Co vs Mutual Fund Family vs Open Architecture
                                RECORDED WEBINAR - Title: Open Architecture

  • CLOSING & FOLLOW UP
    Academy Tools - EMAIL FOLLOW UP TEMPLATE
                              FOLLOW UP ORGANIZATION TOOL