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What if you had access to...

FULLY CUSTOMIZABLE

BATTLE-TESTED AND PROVEN EFFECTIVE

PROSPECTING CAMPAIGNS

ARTICLES FOR YOUR BLOG

POINT OF SALE BROCHURES

EMAILS AND DRIP CONTENT

SOCIAL MEDIA GRAPHICS

PLAN SPONSOR EDUCATION

TURN-KEY SERVICE PROCESS

COMPLIANCE DOCUMENTS


That allowed you to save time and money, hit the ground running - faster and with more confidence, 
so you could 
grow your 401k practice, 
service your clients, 
and scale your business?

"I’m not out to reinvent any wheel, and you’ve saved me tons of time and headaches, allowing me to hit the road much faster and with much more confidence."
ALICE H.

DON'T SPEND ANOTHER MINUTE TRYING TO CREATE YOUR OWN
SALES AND SERVICE DOCUMENTS!

(YOU SHOULD BE SPENDING YOUR TIME DOING WHAT YOU DO BEST - MEETING FACE TO FACE WITH PROSPECTS AND CLIENTS, HELPING THEM WITH THEIR GOALS).

INTRODUCING THE...

TEMPLATES TO HELP YOU GROW, BULLET-PROOF, AND SCALE YOUR 401k BUSINESS.

Leverage proven, done-for-you resources.
Attract new clients.
Make a great first impression.
Stand out from your competition.
Be seen as the 401k expert and educator.
Offer tremendous value to bullet-proof your book.

PROSPECTING & SALES
TEMPLATES

From lead generation to nurturing campaigns to closing the deal, leverage these templates to grow your business.

SERVICE & VALUE-ADD
TEMPLATES

Add tremendous value to your existing clients, or even generate project work for new clients with these done-for-you 401k service documents.

LEVERAGE & SCALE
TEMPLATES

Whether you want to create consistency and economies of scale in your practice, systematize your service offering, or turn your clients into raving referral sources, these templates will help.

 INDIVIDUAL TEMPLATE KITS INCLUDED

We've packaged up several of the templates in a way that will help you achieve a specific goal.


OBJECTIVE:
Increase your closing conversions
and win more new business


Click here to learn more...


OBJECTIVE:
Generate online leads and help plan sponsors with their fiduciary responsibilities

Click here to learn more...


OBJECTIVE:
Generate online leads and become
the expert and educator


Click here to learn more...


OBJECTIVE:
Build a strong online presence
and help prospects get to know,
like and trust you

Click here to learn more...


OBJECTIVE:
Generate online leads and nurture
the relationship with a year's worth
of drip content


OBJECTIVE:
Provide a robust audit file to help bullet proof your book and differentiate yourself when prospecting

Click here to learn more...


OBJECTIVE:
Add tremendous value, systematize your service process, and simplify your business

Click here to learn more...


OBJECTIVE:
Offer valuable participant education with done-for-you group presentations, fact sheets, & more

Click here to learn more...


OBJECTIVE:
COIS can be your best referral source if you have a way to add value and build the relationship

Click here to learn more...

WITH MORE TOPICS UNDER REVIEW...

BECOME A 401K QUARTERBACK 
AND ACCESS THE ENTIRE 401k Business in a Box TEMPLATE LIBRARY
(All 8 Kits - over 200 individual templates and 300+ customizable graphics
 + New Templates!)

WHAT 401K QUARTERBACK MEMBERS ARE SAYING...

"Working with Sharon via her 401(k) Business in a Box has been nothing short of amazing.

Sharon is both timely and responsive to every request, patient to a fault.

Her depth of knowledge and practical solutions--and first rate templates and ideas-- will, I am sure, continue to add great value throughout the term of our subscription."

RANDY D.
"Working with Sharon at 401k Business in a Box delivers more than just purchasing something online. 

 Sharon takes the time to work with you individually after your purchase to ensure you are getting 100% value. 

 When it’s all said and done there is usually more said than done, not that case with Sharon at 401k Business in a Box. Sharon delivers more than I expected."
DAVID H.
Hi Folks, I'm Sharon Pivirotto...
(Creator of the 401k Business in a Box Template Library)


"My goal in offering the 401k Business in a Box Template Library is to help you shortcut your path to success, by giving you access to done-for-you material that's already been battle-tested and proven effective at helping advisors grow (and service) a successful 401k business."
SHARON PIVIROTTO
That's me - back in 1996 as a super-green Edward Jones Rep.
Like you, I know the challenges of trying to grow a 401k business, differentiate yourself, and manage all that’s required to run a compliant practice. I was once a broker trying to sell and service retirement plans. 

I’ve taught thousands of advisors how to run a more compliant and successful practice through the Professional Plan Consultant (PPC) Designation Program I created back in 2005 (and sold to fi360 in 2013).

And I’ve helped thousands of plan sponsors to understand their fiduciary responsibilities and implement a more solid plan management process through the 401k Service Solution practice management resources I created (which happened to win an award from the Profit Sharing Council of America for their effectiveness at helping plan sponsors understand and meet their fiduciary responsibilities).

But I didn't start out that way. I started out as an Edward Jones Investment Representative with zero awareness of ERISA or Fiduciary Responsibilities.

After partnering with a 401k advisor, spending years selling and servicing retirement plans, and going through numerous 401k training programs, I shifted to helping other advisors understand how important education and process is to growing and managing a successful and compliant 401k plan practice (and I've spent over 15 years doing that).

YOU'RE PROBABLY WONDERING
WHAT'S THE INVESTMENT TO ACCESS THIS
PLUG-AND-PLAY BUSINESS TOOLKIT...

And when I first created templates similar to this, I charged 
$15,000.000 
to access the full set of kits ($2500.00 each).
Similar providers are charging between $6,000 and $15,000 a  year ($499 and $1299 a month) to access done-for-you content like this...
In the 401k Quarterback Library you'll have access to 8 full kits + hundreds of individual templates + any new templates added...

For Just...

One-Time Payment - Get all newly released templates and kits  - zero ongoing fees

(Billed Annually for Ongoing Access)


$5097

One-Time Payment - Get access to all templates and kits  - zero ongoing fees

(Billed Annually for Ongoing Access)


One-Time Payment - Get existing templates plus all  newly released templates and kits  - zero ongoing fees

(Billed Annually)


One-Time Payment - Get all newly released templates and kits  - zero ongoing fees

(Monthly Payments of $256 each)
 Cancel any time after the first 12 months

(Billed Annually)


BONUS #1

THREE PRIVATE CONSULTATION CALLS WITH SHARON

My job is to help you get the most value out of these tools - so you get three calls where you can ask me any questions you want about the material, branding, use, etc.

  • Schedule inside the portal with a link to my personal calendar to set up a time that works for you
  • ​So you can hit the ground running... set up a call to go over the materials, your practice, and where to start so you can hit the ground running
  • ​​Upcoming 401k Prospect Meeting or new 401k Plan?  Set up a call to identify exactly what to take/do next, etc.

A $600 VALUE

SECRET BONUS #2

YOU'LL LOVE IT - BUT YOU HAVE TO JOIN TO SEE ALL THE GOODIES...

I have to save something for when you get inside the 401k Quarterback vault.  But let me tell you there are lots of goodies there and might include...

  • Free Books - I love reading and I love to buy and share books that can help you grow your business
  • ​Free or greatly reduced access to other 401k industry resources
  • ​More stuff you have to join to see ;-) 

*Bonuses may change each month as some expire and new ones get added... Current 401k QBs get all new bonuses added to the vault.

AN $800 VALUE

**IMPORTANT**  ACCESS IS CAPPED AT 100 MEMBERS

Once the limit is reached, this 401k Quarterback option will be replaced by a waitlist and the only way to join is if someone gives up their seat.  This is a huge benefit to you because it helps ensure:

  • Exclusivity - Only 401k Quarterback members get licensing rights to the trademark "401k Quarterback," access to me, and more...
  • ​Limited Number of Advisors Using the Same Templates - Less possibility you'll be competing with someone who has all the templates you have
  • ​More Hands On Support - With fewer members, I have more time to devote to addressing all of your questions, requests for one-off templates, being available for you, and more 

LIMITED BONUS (WHILE SUPPLIES LAST)

I'LL SEND YOU A 401K QUARTERBACK MEMBERSHIP BOX FILLED WITH SOME PRETTY COOL SWAG...

I ordered these last year and supplies are running low. Get your Swag Box while they're still available.  May include:

  • Wearable Swag - Men's Tie (or Women's Polo Shirt or Scarf) to spark conversations outside of the office
  • ​Coffee/Tea Mug - 14 oz Mug for your favorite beverage of choice
  • ​Fiduciary Definition Notepad - Use in the office or when sending mail to prospects and clients
  • Bright Orange 401k QB ​Pens - Orange retractable Pen with 401k QB Logo (eye-catching color - let people take them home and market for you!)
  • ​401k QB Sticker - Because who doesn't need another laptop sticker?
  • ​Journal - this is just a personal gift from me to you (you'll love the quote on the front)
"I’m not out to reinvent any wheel, and you’ve saved me tons of time and headaches, allowing me to hit the road much faster and with much more confidence."
ALICE H.

Choose Your Membership Option:

$5097

One-Time Payment - Get access to all templates and kits  - zero ongoing fees

(Billed Annually for Ongoing Access)


THEN JUST...

01

log into the
member library

When you purchase a kit, you'll get login credentials to the Member Dashboard where you'll have instant access to your new templates

02

download /access desired templates

Download the Powerpoint or Word documents directly to your hard drive (or click the link and open select documents in Canva)

03

customize and
start using

Add your logo, contact information, disclosures, and make any other changes to the templates (you have complete control over the customization) and start using the material in your business

JOIN NOW AND SAVE $500!

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(Price increases to $5097 (for VIP) and $3497 (for Annual) on November 16th)
The QB Price goes up each month as new template kits are added - join today and lock in your rate.

Secure Payment

All orders are through a very secure network. Your credit card information is never stored in any way. We respect your privacy...
You have a full 14 days to see if the 401k Quarterback option is right for you.  If not, just let me know.
* Please scroll down and read the last paragraph on this page about the refund policy ;-)

COMMON QUESTIONS...

How will I access the templates?
After the checkout process is complete, you'll be given instant access to log into the membership area where you'll be able to view and download all the digital files. This includes videos, Microsoft Word Documents, PDF files, PowerPoint Presentations, editable Canva files, and more.


Can I share these files with the other advisors in my firm?
Access and use of the content is limited to registered users (advisors) and their personal plan sponsor clients only. Contact me if you need a multiple-user license.
Will I be able to add my logo to the different files?
Yes - all of the files are completely customizable so you are free to edit them by adding your logo and contact information, changing the colors if you want, adding your disclosures, etc. You can even change the title of them, all the copy, use the complete kits as is or pull out individual pieces to present however you'd like.
What if my compliance departments wants changes to the material?
Submitting material for use to your compliance department is an important part of running your own compliant practice ;-). Since the material is completely customizable, you have the ability to make whatever changes are requested. If you want to let me know what the changes are, I'd be happy to modify documents for you based on compliance recommendations for the benefit of all advisors that use the tools.

Got Additional Questions?
Click the Button Below to Schedule a Call
(and get a Backstage Tour of the QB Vault)

DONE-FOR-YOU CONTENT LICENSE TERMS

By purchasing a document kit from us, you are buying a special license that gives you permission to use our content in a variety of ways in your own business. This includes but is not limited to any content that’s part of the “401k Quarterback” subscription toolkit.

Please review the license terms below, full site terms found here, and if you have any questions or if you’re unsure of something, please contact me.

What You Can Do with the Editable Documents:

You can sell (or give away at no cost) the content to your plan sponsor clients with personal use only rights.
You can edit the content, add to the content, or just sell the content as is.
You can put your personal name and business name on the content.
You can add your business logo to it and change the document colors.
You can completely modify the content to edit the text, the titles, the order of it - it's completely editable.
You can use the content on your website, blog or in your newsletter.
You can bundle the content with your other paid programs and services.
You can use the content for creating a giveaway to grow your list.
You can use the content as a bonus to a paid product or service.
You can add the content to your existing client service models.
You can sell the content as part of project work to new clients.
This content can be used as inspiration to create audio or video files.
You may publish it offline as a free or paid workshop, class, program, product.
You can give the content away to your paid clients/customers/members.

What You Can NOT Do With The Content You Buy from Us:

Your customers or clients may not give away or sell the content after purchasing from you – if they would like to do so, they need to purchase the content directly from our website. (e.g. if you're a plan advisor - your plan sponsor clients can't give it away to other companies or sell it to others, and if your'e a wholesaler or provider, you can't give this to advisors to then sell or give away to their plan sponsors - that would require an enterprise license - contact me for more information)
You may not load the content up on Kindle as a book (that’s against Amazon’s terms of service and can get your account banned).
You may not sell the content through auction sites, dime sales/firesales.
You may not give away, transfer, or sell your license to this content.
You may not give away, transfer, or sell resell rights or master resell rights.
You may not transfer the rights you have to your customer.

Refunds

There is a 14-day money-back guarantee on all products and programs offered.  If you are not completely satisfied, email me within 14 days of purchase for a full refund.  Due to the digital nature of the Content, and the fact that you'll have been able to download everything to your hard drive, I will ask that you destroy your hard drive and send pictures (kidding).  If you have questions, please contact me first and I’d be happy to give you a  tour, sample documents, answer any questions you have, etc. because I want this investment to be the best investment you ever made in your business and want to avoid refunds by 1) making sure you know exactly what you're getting and 2) overdeliver the value so you'd never in a million years want to give up the new resources you just invested in.

grand opening, limited-time bonuses Expire in:

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00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

WHEN YOU JOIN BEFORE MIDNIGHT ON APRIL 1ST, YOU'LL GET...

BONUS #1:
package of three, 1-on-1, private consulting sessions

Not sure where to start? Have questions about your specific situation? Want to get expert advice that can shortcut your success?

With this bonus, together we'll customize a strategy for your business and identify and eliminate any roadblocks you might have to reaching your business goals. 
$750.00 value - Yours Free When You Join Now

BONUS #2:
401k marketing workshop

Want to implement a strategy to get in front of and close new 401k plan prospects? Then you definitely want this bonus!

This is not a “learning” program - this is a “doing” program, with contributions from some of the top industry experts in direct marketing, cold calling, referral marketing. 

Together, we'll create a prospect list, pull data, decide the best marketing tactics, reach out to your list, and follow up. You'll get all the done-for-you templates and resources to implement a full-out prospecting program from what to mail, to what to say on the phone, to what to say in your follow-up emails - it's all covered.
$500.00 value - Yours Free When You Join Now

BONUS #3:
instant authority masterclass

When plan sponsors look you up online, do you want to create a great first impression, increasing your chances of getting the business?

This new training will walk you through how to position yourself online as a 401k specialist - and give you the templates and language to use, 365 days of social media content, and 12 monthly blog posts - all completely customizable and done-for-you so you not only know HOW to position yourself as an authority online, but get WHAT you need to make it happen.
$500.00 value - Yours Free When You Join Now
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