The tool is an enhancement to ING’s GROW Program, which is a business-building campaign for advisers, consultants, and third-party administrators (TPAs) serving the small and mid-sized corporate retirement plan market. Similar to the other tools and resources in the GROW Program, the new tool, Cracking the Code, includes actionable sales ideas and guidance that can be leveraged for relationship-building and business growth, ING said.
Cracking the Code includes a guide for navigating the various sections of the Form 5500 for sales opportunities, leveraging online reports and Web sites to develop business leads, and taking advantage of ING’s resources to drive action. The sales ideas and opportunities offered in the campaign focus on plan design, service, education, and compliance/fiduciary duties.
More information is available by calling 1.866.481.3653, option 4.