PT Marketing Programs / 401(k) / Qualified Plans

Do you currently analyze and improve companies’ Qualified Plans in your area?

Would you like to build more relationships with the Decision Makers of these companies?

Are you maximizing your time in front of Decision Makers, and in turn, revenue? 
 

We capture Decision Makers’ interest by discussing:

  • The specific expertise you have in the qualified plan field
  • The impact qualified plans have on employee morale, retention, and productivity
  • Benefits of working with your firm
  • The services you offer to maximize their benefits
  • The need to analyze and, if possible, reduce the hidden expenses in their plans
  • The need to understand a prospect’s fiduciary responsibility
  • Comparative analysis to ensure the optimal qualified plan package

Prospects typically ask how you can help them with their qualified plan needs. We position you as the expert by saying the following:  

“(Client’s Name) meets with you for 30 minutes to discuss your specific situation and ways to accomplish your goals. You need to do a comparative analysis to ensure your current plan is maximizing your dollars.” 

What you will know about the company to prepare for the meeting:

  • Decision Maker name and title/company name/ address
  • Qualified plan currently in place/length of time with that company
  • Advisor/length of time with that advisor
  • TPA/length of time with that TPA
  • Total employees/eligible employees/participating employees
  • Areas they would like to improve
  • Decision making process

*83% of met appointments are rated highly qualified or qualified by our clients.

*Many of our clients are seeing an ROI that is two to three times their investment in the first year alone. 

RESULTS MATTER

Our successful clients differentiate themselves from other brokers by explaining ways they can help businesses control the hidden costs of qualified plans and offer value-added services to make the plans more effective for the companies and their employees. Successful clients use our appointments as a door opener that leads to numerous opportunities based on the needs of the business.