MARKETING RESOURCES

Business Retirement Plan Review

Comprehensive Fiduciary Solutions for Retirement Plans

 

Establish Lasting Relationships with Business Owners Using a Retirement Plan Evaluation Platform

Are you an independent financial advisor wanting to establish connections with business owners? Team up with FIG’s exclusive partner, MillenniuM to conduct a retirement plan review using exceptional software that will jump start the conversation.

Start by utilizing patent pending technology that will create a unique opportunity to establish credibility and provide fiduciary solutions to businesses in your local market.

With a Business Retirement Plan Review, you will have the ability to build a custom retirement solution for each small to medium sized business, rather than take a “one size-fits-all” approach.

In addition to identifying retirement plan pain points for the company, you will also be able to increase conversion rates with exclusive coaching from our industry partner. You will gain an in-depth understanding of the complexities of the retirement plan market, along with supportive resources for each step of the process.

By utilizing a Business Retirement Plan Review, you will solve major retirement plan issues and build lasting relationships.

 
Contact your Sales Consultant to add this program to your business model.