Overview AdvisorPlan Overview Why Offer Advisory Services to Retirement Plans? Why AdvisorPlan? Services for Advisors Participant Services Plan Sponsor Services Sales Process Employer Sponsored Plans Individual Retirement Plans and Programs Marketing Information Center Brochures, Agreements and Account Applications Sales and Marketing Presentations Pricing Information and Comparisons Prospecting Letters Proposal System Create a New Proposal View an Existing Proposal Program Resources Knowledge Base Participant Education Order Enrollment Books Links

Sales Process

The growing retirement plan market offers an ideal opportunity to increase the range of your services and the scope of your business.

The AdvisorPlan Direct Program combines state-of-the-art technology with an experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plan available. Regardless of the type or size of your client, the AdvisorPlan Direct Program can install a retirement plan customized to meet their specific needs, often below the cost of a standardized brokerage or insurance company plan.

Employer Sponsored Plans

Our 5-Step Employer-Sponsored Plan Sales Process is designed to assist you in identifying prospects, present the AdvisorPlan Direct Program solution and to install your client's plan quickly and efficiently.

Individual Retirement Plans and Programs

Our 3-Step Individually-Sponsored Plan Sales Process is designed to assist you in establishing individual retirement plans and programs, such as; Individual 401(k) Plans, Non-ERISA 403(b) Plans, Governmental 457(b) Plans and Rollover IRAs.