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Nurture Leads, Boost Your Reputation & Showcase Your 401(k) Experience with Retirement Plan Marketing

Designed to give your advisory practice brand awareness, nurture leads, deliver an ongoing stream of content and empower you with a consistent marketing strategy to win more retirement plan business.

For the advisor that wants to:

Market towards 401(k) plans

Get in front of the right plan sponsors and decision makers

Implement a consistent and scalable marketing program

Add value to business relationships and enhance client retention

Access to high-quality plan sponsor and participant content

Distribute compliance friendly and/or pre-approved content

Coordinate a marketing strategy that captures all of the different channels and is optimized for growth

Have more time to accomplish business goals

What you'll get:

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 and social media cards.

Weekly Social Media: You will receive 5 social media posts each week that highlight breaking news and plan sponsor topics to help build a strong professional online reputation. These can be shared on your approved social media channels at the frequency you are most comfortable with (we suggest 3- 5 posts per week).

Marketing Strategy: Receive a quarterly marketing strategy to create a consistent and scalable process using professionally developed content.

Relationship Manager: Top-tier support from marketing professionals dedicated to helping you succeed.

Ongoing Support: Monthly emails, webinars and calls to keep you updated and refreshed on marketing need-to-knows.

Copyright Information: Any content created by 401(k) Marketing or Retirement Plan Marketing must retain the 401(k) Marketing copyright, regardless of platform, file type or distribution manner.

Cancellation and Membership Policy: Once the first year of your annual membership is completed, you may update your membership to month-to-month or remain as an annual member. After the first year, this "Essential" membership requires a 48-hour notice before your next billing cycle to cancel your membership 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.

Contact Information

Billing Information

Payment Methods

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