The calendar offers advisers suggestions for providing service to plan sponsors and participants. It’s built around quarterly events, ensuring that adviser support will be both relevant and timely. It also includes links to the materials, tools and resources in Securian’s Shape practice management program including:
- Plan-servicing opportunities;
- Tips for cross selling;
- Prospecting tools; and
- Educational materials for plan sponsors and participants.
“These days, with adviser fees under greater scrutiny, it’s more important than ever for advisers to demonstrate the value they provide to plan sponsors,” said Rick Ayers, vice president of Securian Financial Group Inc. “The Client Servicing Calendar helps advisers take advantage of the resources we offer and provide meaningful assistance to their clients.”
Securian’s team of sales and service specialists provide a range of assistance for advisers with all levels of involvement in the retirement plan market.
More information about the calendar is available here.