Pro Membership
Ongoing Digital Content: Compliance friendly marketing content specifically designed to make you STAND OUT as the "go-to" retirement plan advisor. The content includes newsletters, blog articles, infographics for plan sponsors and participants, videos, daily social media posts, email templates and a quarterly marketing calendar.
Sales Material: Confidently walk into your plan sponsor meetings and enhance your sales pitches with professional and compliance friendly sales materials. The materials include a firm brochure, executive overview, pitch deck, factfinder, service overview and social media banners.
Content Library: Engage more with content from our ever-expanding library. Loaded with over 100+ pieces and topics such as annual plan sponsor guides, fiduciary plan governance, industry updates, compliance best practices, investment oversight, financial wellness and more.
- Weekly Social Media
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Distribution Calendar
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Relationship Manager
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Ongoing Support
Cancellation Policy: All we request is you commit to the first quarter of Retirement Plan Marketing. After the initial six (6) month period, it is month to month and you may cancel at any time. All cancellations require 48 hour notice prior to your next bill date, to ensure you are not billed further.
Refunds: Your satisfaction is very important to us. If you are not satisfied with the services, we will work collaboratively for your satisfaction. However, no refunds will be granted.