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
INTRODUCING THE401k Quarterback Template Library
A complete, turn-key, back-office, content marketing and client service solutionfor 401k Advisors who want to grow and scale their 401k plan practice.
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 as they're created.
*PLUS you also get over 300 social media and other graphics as well
ALL COMPLETE 401K BUSINESS IN A BOX KITS
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
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
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
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
like and trust you.
PROSPECT DRIP PROGRAM
IN A BOX
Generate online leads and nurture
the relationship with a year's worth
of drip content.
* A $3,700 VALUE
of drip content.
PLAN COMPLIANCE FILE
IN A BOX
Provide a robust audit file to help bullet proof your book & differentiate yourself when prospecting
* A $3,500 VALUE
IN A BOX
CLIENT SERVICE
IN A BOX
Add tremendous value, systematize your service process, and simplify your business
* A $2,800 VALUE
PARTICIPANT EDUCATION
IN A BOX
Offer valuable participant education with done-for-you group presentations, fact sheets, & more.
* A $3,000+ Value
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.
WHAT'S THE INVESTMENT TO JOIN THE QB LIBRARY?
HOW THIS COMPARES
ORIGINAL PRICE
When sold individually at $2,500/kit
OTHERS CHARGE
Per year ($499-$1,200/mo) for similar content
YOUR PRICE
$5497
Lifetime VIP - Pay once, own it forever
INSIDE THE QB LIBRARY
8 Complete Kits + Hundreds of Templates + Everything New Added
All 8 Full Kits
Hundreds of Templates
New Additions Included
Sales Templates
Service Templates
Fiduciary Resources
Marketing Training
Personalized Support
GET ALL OF THIS FOR JUST...
MOST POPULAR CHOICE
LIFETIME VIP MEMBERSHIP
$5497
One-time payment - yours forever - never billed again
- All 8 complete kits - instant access
- Hundreds of done-for-you-templates
- Every new addition, forever
- Priority support status
- Pay once - best long-term value
ANNUAL MEMBERSHIP
$3497
Bill annually - renews each year
- All 8 complete kits - instant access
- Hundreds of done-for-you-templates
- All future additions while active
- Personalized support access
- Renewal required each year
CUSTOM JAVASCRIPT / HTML
BONUSES INCLUDED...
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 $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...
This is the best way to get questions answered quickly. Big or small, I'm always online and happy to help!
A $1000 VALUE
ADDITIONAL 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)
NEW BONUS JUST ADDED...
JOIN THE INSTANT AUTHORITY PROGRAM
401K Quarterbacks never have to pay for training programs led by Sharon, so you're invited to join the 12-week, hands-on coaching program that helps you build trust, authority, and credibility online. Here's what's included:
- Instant Access to the Program Dashboard (Login credentials)
- The First Five Lessons Available Immediately
- Each Lessons includes a short video, transcript, and a take-action worksheet
- Weekly, personalized feedback
- 12-full weeks of lessons and support to help you build your expert online positioning
- Fill-in-the-blank, done-for-you templates to make doing the work 100x easier
NORMALLY $3995 TO JOIN - YOU GET IT FREE!
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.
GET ALL OF THIS FOR JUST...
MOST POPULAR CHOICE
LIFETIME VIP MEMBERSHIP
$5497
One-time payment - yours forever - never billed again
- All 8 complete kits - instant access
- Hundreds of done-for-you-templates
- Every new addition, forever
- Priority support status
- Pay once - best long-term value
ANNUAL MEMBERSHIP
$3497
Bill annually - renews each year
- All 8 complete kits - instant access
- Hundreds of done-for-you-templates
- All future additions while active
- Personalized support access
- Renewal required each year
CUSTOM JAVASCRIPT / HTML
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)
(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 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.
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