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| We will assist the advisor by preparing calculations to show various plan design scenarios for the prospective client. This will begin the process of finding the right plan design for your client. We provide research on existing plans that will help you identify needs or possible areas of weakness in existing plans. Our proposals offer real solutions to their problems and help them to achieve the objectives they have established. This gives you an advantage over others trying to sell a “boxed” or bundled plan. You will become a consultant offering solutions for your clients, not just a product. You may request this free service by clicking on the “Request a free Proposal” link on our home page. Let us assist you! |  |
Advanced Plan Designs will provide ongoing education to our partner advisors through email, newsletters, seminars, luncheons, blog and our dedicated financial advisor site of our webpage. This enables you to stay on top of changes in the marketplace. If you would like to be placed on our mailing list please contact us. We want to be your technical resource for any retirement plan matters. We are here to assist you with any questions you may have. | |
When “turnkey” or “bundled” plans are sold, many of the questions get filtered through the advisor. If our services are utilized, we will educate the client as to which questions need to be directed to whom. Thus the burden of answering questions or researching answers to administrative questions does not fall on you. We also assist you with initial enrollment meetings, installation paperwork and offer participants a dedicated loan and distribution department. This will save you time and money and allow you to focus on the investment business. |
Research Area
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Sales and Prospecting
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Calendar of Events
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