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.

INTRODUCING THE
401k Quarterback Template Library

A complete, turn-key, back-office, content marketing and client service solution
for 401k Advisors who want to grow and scale their 401k plan practice.

Access to the Full 401k Business in a Box Template Library - With New Templates Added Weekly

MORE THAN 200 INDIVIDUAL SALES & SERVICE TEMPLATES

Access to the Templates that Make Up the Complete Kits Before They're Available to the Public 

5 FULL KITS AVAILABLE INSTANTLY, A NEW ONE ADDED EVERY MONTH

Direct Access to Sharon for Personalized Guidance and Support, Custom Template Creation, and More...

PRIVATE SLACK CHANNEL, MONTHLY ZOOM MEETINGS, AND MORE...

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).

HERE'S WHAT'S INCLUDED...

The FULL TEMPLATE LIBRARY

Over 200* individual templates for you to choose from to quickly (and easily) build ...

  • A Lead Generation Campaign to Get More Prospects
  • A Content Marketing Plan to Build Credibility Online
  • A Solid Service Process that Creates Value and Helps to Bullet-Proof Your Book of Business

All searchable by type of document and template objective.

With new individual templates added weekly.

*PLUS you also get over 300 social media and other graphics as well

ALL COMPLETE 401K BUSINESS IN A BOX KITS

Five full kits available now and a new kit added every month. 
**You get access to the individual templates before they're ever packaged into a complete kit and available to the public.


THE WINNING PITCHBOOK PRESENTATIONS IN A BOX

To help you have better sales conversations and increase your opportunity to close new plans.



* A $1,500 VALUE

Click here to learn more...


INVESTMENT COMMITTEE
IN A BOX

So you can help plan sponsors set up and run an effective committee - add more value to the plans you already manage, and even offer a new service or project work.

* A $1,500 VALUE

Click here to learn more...


BEST PRACTICES EDUCATION 
MINI-KIT

To be seen as the expert and educator and offer tremendous value to both prospects and clients.



* AN $800 VALUE

Click here to learn more...


SOCIAL MEDIA POSTS
IN A BOX

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


* A $1,500 VALUE

Click here to learn more...


PROSPECT DRIP PROGRAM
IN A BOX

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


* A $4,500 VALUE

Click here to learn more...


CLIENT SERVICE
IN A BOX

Implement a scalable service
strategy in your 401k practice.
Release date August 21st.


* A $1,500 VALUE

Click here to learn more...

Exclusive Monthly Zoom Meeting with Each New Kit Released...

  • Live strategy party to celebrate your new material
  • Full walkthrough of the complete kit and how to access, edit, and use the material
  • Q&A on how to best use it in your business to help you achieve your business goals

WITH ADDITIONAL COMPLETE KITS COMING SOON*...

*As a 401k Quarterback, you have a say in what's developed next. Vote each month on the priority of upcoming kits.

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.

BONUSES INCLUDED...

BONUS #1

PACKAGE OF THREE 
1-ON-1 PRIVATE CONSULTATION CALLS

Three private calls with Sharon to help you where you need it the most...

  • Get your specific questions answered
  • ​What to do first, then next...
  • ​Customize a strategy for your business and identify and eliminate roadblocks
  • ​Get personalized support editing and customizing the templates

*This is not available outside of the 401k Business in a Box.

A $750 VALUE

BONUS #2

401K QUARTERBACK PRIVATE MEMBER-ONLY CHANNEL

Need support, got questions, no problem...

  • Slack Channel access (business communications tool)
  • ​Direct line to me (I have access to Slack from morning until night) ​It's like adding me to your team ;-)
  • Announcements Channel, General Communications, and more...

*Joining also allows you to discuss topics and communicate with other 401k Quarterbacks - it's like our own private Facebook Group - but WITHOUT the FACEBOOK distractions (yay!)

A $1000 VALUE

YOU'RE PROBABLY WONDERING WHAT'S THE INVESTMENT TO JOIN...

Similar providers are charging between $499 and $1299 a month to access done-for-you content...

And when I first created templates similar to this 
I charged $2500 a kit, or $15,000 for all 8 kits 
(I only had 8).

In the 401k Quarterback Library you'll have access (over a 12-month period of time) to 17 full kits
(just in the first year)...

Here are the 3 Membership Options to Choose From:

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

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

THERE ARE MORE BONUSES!  ;-)

BONUS #3

PERMISSION TO USE 
401K QUARTERBACK
TITLE IN YOUR BUSINESS

I've trademarked the 401k Quarterback title and as a special bonus to subscribers, am giving you the right to use that trademarked title in your business.

  • Differentiate yourself as a 401k Quarterback in your marketing
  • ​Spark conversations with the 401k QB Logo on swag available through the 401k QB Store
  • Set yourself apart as an advisor who specializes in the 401k space

*Exclusive to current members only (either Lifetime VIP members or monthly and annual members who are current with their subscription fees.)

A $1000 VALUE

SECRET BONUS #4

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)

FOR THE NEXT 25 5 ADVISORS WHO JOIN, I'LL SEND YOU A 401K QUARTERBACK SWAG BOX FILLED WITH BRANDED ITEMS

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

  • Wearable Swag - Polo Shirt or 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)

GRAND OPENING BONUSES DISAPPEAR IN:

countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds
Think about how much more confidence you’ll have when you can go in with professional, customized, material that sells your value and actually delivers tremendous value!

The 401k Business in a box lets you stop commoditizing your services and offer real value plan sponsors can understand and benefit from.

Choose Your Membership Option:

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

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

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 let me know.
* Please scroll down and read the last paragraph on this page about the refund policy ;-)

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 Business in a Box” 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 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.
© Copyright  Pivirotto Resource Group. All Rights Reserved.