The value-add program includes more than 60 non-branded tools and resources in three main categories:
• Practice management: tools for retirement plan assessment, analysis and measurement; compliance, governance, fiduciary and investment resources and a customizable client calendar with key dates.
• New business and prospecting: marketing strategies and resources for defining a value proposition, business development plans, prospecting materials and conversation guides.
• Retirement plan business education: reference materials about retirement plan features and operations and continuing education seminars.
“While each retirement practice is unique, financial professionals face similar challenges and opportunities,” said Tim Minard, senior vice president of distribution, The Principal. “Based on 70 years of experience and extensive interviews with financial professionals across the country, we’ve streamlined and enhanced resources they’ve said they need most to help them build profitable businesses.”
Financial professionals can learn more by calling 1-800-952-3343.