ING Adds Education Statement to Adviser Tool

The “Education Statement” is the latest addition to ING’s GROW program (see “ING Program to Help Advisers, TPAs Build Businesses”).  

This value-add tool includes a template that provides a guided, measurable process with an accompanied action plan outlining how an adviser can approach employee education.  It also includes a sample template where advisers can customize the components of a sample education plan – ING can help complete this information if the plan is recordkept on its platform. The last page of the statement includes a signed commitment from the adviser to give to sponsors to be kept as part of a plan’s file.