Why? Why a plan sales system? Because, after more than 20 years in the retirement plan industry, much of it spent providing ERISA database marketing tools, speaking, training, coaching and writing about plan sales, we are still being asked everyday, "What do I do next?" and, "How do I get more plan business?" As a comprehensive, step-by-step tutorial system for growing a retirement plan sales practice, the ERISA Plan Sales System is our answer to those questions. With it we have created a blueprint of the steps, techniques and resources you need in plan sales today. It is the result of hundreds of coaching and consulting sessions for which we have created detailed monthly action plans with specific steps and monitored follow-up. For Whom? This e-book is for everyone in plan sales and service, regardless of his or her years of experience. We speak to, train and coach retirement plan sales and marketing people at all levels of plan knowledge and sales experience. When training, we consitently find a common need for a structured sales system, new prospecting ideas, creative marketing techniques and practical plan resources. Retirement plan assets are huge and growing, and the plan industry is constantly developing and changing to meet the increasingly complex needs of plan sponsors and participants. New institutional alliances, web sites and on-line services are emerging every month. Today’s plan sales professionals need both a solid foundation of knowledge about plans and marketing techniques that reflect the current plan environment. The ERISA Plan Sales System addresses needs of sales professionals, investment advisors, CPAs, plan administrators, brokers, wholesalers and benefit consultants who want to build and maintain a substantial retirement plans business. It offers a practical, hands-on set of sales plans with specific steps and marketing follow-ups that can lead you to plan sales success.
INCLUDES 75 Sales Drivers Marketing Letters