Why the Success of your Business Starts with this Audio Workshop

CD SleeveAdding a 401(k) plan dimension to your financial services practice can offer a tremendous business expanding opportunity. While there are many reasons to make 401(k) plans part of your business plan, the following are a few that are very compelling:

  • Excellent revenue opportunities directly from the plan
  • Ancillary opportunities 
  • The self-perpetuating nature of a well run, intelligently designed 401(k) plan practice.

This Transamerica Retirement Solutions Business Building Audio Workshop is designed as a basic guide to provide financial advisors with a framework to either add 401(k) plans to their current practice, or offer great ideas to accelerate an existing 401(k) plan practice. It seeks to answer the Why; What; Where; and How of selling and servicing 401(k) plans. Its step-by-step approach takes you through the financial opportunities offered from the 401(k) plan market, successful prospecting techniques, how to engage clients efficiently, and strategies for closing deals.

If you are interested in listening to this audio workshop, login now, or contact your Transamerica Sales Consultant or the Internal Support Sales Desk at 888-401-5826 to receive your complimentary copy.

This material is being provided for informational purposes only. It should not be viewed as an investment recommendation by Transamerica for customers or prospective customers. Customers seeking advice regarding their particular investment needs should contact a financial professional.

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