Updated October, 16, 2020 at 3:08 PM
Do you have clients who are still working?
Is it possible that some of your clients still keep in touch with their former colleagues?
Are there companies in your area that have or are conducting layoffs? What about making changes to their employeesโ contribution plans?
These are all reasons to consider an in-service withdrawal marketing campaign. Educating clients and consumers about this provision and its many benefits can be a very easy way to pick up additional sales and new clients. Below are some ways you can start your campaign.
Updated October, 16, 2020 at 3:08 PM
Do you have clients who are still working?
Is it possible that some of your clients still keep in touch with their former colleagues?
Are there companies in your area that have or are conducting layoffs? What about making changes to their employeesโ contribution plans?
These are all reasons to consider an in-service withdrawal marketing campaign. Educating clients and consumers about this provision and its many benefits can be a very easy way to pick up additional sales and new clients. Below are some ways you can start your campaign.