How do you offer tremendous value to 401k plan sponsors?

How can you position yourself as an expert and educator?

By leveraging this done-for-you slide deck, blog posts, email series, and tip sheets...

ACCESS THIS SERIES OF BEST-PRACTICES TOPICS TO TEACH 
AND SHARE ONLINE

This Done-For-You Template Kit Includes:*
  • 13-Slide Best Practices Training PowerPoint (in 5 different design versions) for presenting the 10 topics listed below at online and in-person education events
  • 11 Best Practices Articles to Post on your website (300 words each on average):
  • ​Best Practices for Investment Committees Series Overview
  • ​Why Set up an Investment Committee
  • ​Forming an Investment Committee
  • ​Holding Investment Committee Meetings
  • ​Adopting a Formal Investment Policy
  • ​Understanding ERISA Section 404(c)
  • ​Selecting Investment Options for Your Plan
  • ​Considerations for Holding Company Stock in Your Plan
  • ​Tips for Hiring a Plan Advisor
  • ​Understanding Fiduciary Liability Insurance
  • ​Understanding Investment Expenses and Fees
* Includes Free Lifetime Updates

YOU ALSO GET THESE BONUSES:

BONUS #1

CONTENT FOR YOUR BLOG

Includes:
  • Blog Post Images - 3 Featured Images to choose from for each article - to provide a visual at the top of the article and in the link preview when sharing your article on social media
  • ​SEO for Each Article - Includes Metadata, descriptions, keyword, tags, title, etc. so your article helps drive organic traffic to your website

BONUS #2

GET LEADS ONLINE

A complete campaign to collect leads online by posting an opt-in page, thank you page, and delivering the best practices articles either as an email series or a webinar. This add-on package includes:
  • Text to Copy and Paste onto a Landing Page and Thank You page - These are the webpages you'd set up that offer your Best Practices Training in exchange for their name and email address, then provide details on how to access
  • Social Media Images - For posting on your website to collect leads, and on social media to drive traffic to your opt-in form
  • 11 Follow-Up Emails - for delivering the best practices email series and offering value to your new 401(k) leads

BONUS #3

PRINTABLE TIP SHEETS

For printing and mailing out the Best Practices topics as a print series of Quick Tips...
  • Create in Canva - super easy to edit and add your own brand colors and contact information
  • ​Includes Intro Letter to send with the first Quick Tip printout

BUY NOW AND GET INSTANT ACCESS...

Total Value: Over $800.00

HERE'S HOW IT WORKS...

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

BUY NOW AND GET INSTANT ACCESS...

Total Value: Over $800.00

Want ALLL the resources, sales and service templates, and personalized support?

BECOME A 401K QUARTERBACK
AND TAKE YOUR BUSINESS TO THE NEXT LEVEL

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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