Introducing the Client Service in a Box Complete Kit...

A complete service process that provides a set of documents that allow you to add tremendous value, systematize your service process, and simplify your business.

Competing for new business? 
This process will help you stand out and demonstrate your value.

Looking for ways to add more value to existing plan clients? 
Help bullet proof your book by sending them the quarterly packets and implementing a solid service process.

Want to implement a simpler process for all clients - so they're all on a uniform quarterly schedule, regardless of plan size?
This makes it easy to know you're covering the same topic across all accounts each quarter and still able to tailor the content based on plan size.

ACCESS A TURN-KEY QUARTERLY PLAN SERVICE PROCESS...

This Done-For-You Client Service in a Box Kit Includes:*
  • ​Service Model Strategies and Sample Client File Checklists by Plan Size - to help you segment your client base and offer tremendous value to your clients at every plan size
  • ​Onboarding Packet for New Plan Clients - to take plan sponsors through the steps of getting set up with your service process.  This includes setting up the audit file (includes Audit File Checklist), Identifying Fiduciaries and Documenting Goals (includes a single worksheet for small plans and separate worksheets for larger plans), and Prioritizing the next 3 Quarterly Topics based on their needs (with visual graphics and a checklist)
  • ​Investment Policy Statement Packet - to help plan sponsors understand and document their plan investment strategy. This packet includes:
  • Investment Policy Education Guide
  • ​​Investment Policy Fact Sheet
  • ​Sample Investment Policy Statement
  • ​Plan Worksheet
  • ​Periodic Investment Review Checklist
  • Turn-Key Quarterly Plan Management Process that include Quarterly Document Packs based on plan size (small/mid/large). Each quarterly packet gives you 3 different sets of documents which means this kit gives you three full years of new content for your plan sponsors clients!
  • ​​Quarterly Meeting Agendas - for use if presenting face to face
  • 3 ​Different Emails - for electronic delivery (or print copy if mailing out) discussing a specific topic (3 emails in each quarterly packet to choose from)
  • ​Education Fact Sheets, Guides, and all Applicable worksheets-  to cover the following topics over the course of a year: Fiduciary Formalization, Service Provider Due Diligence, Participant Communications, Operational Compliance
  • Annual Plan Review Packet - to communicate what was accomplished the year prior, to review & update a plan's IPS if necessary, to review their plan investment performance (every quarter), and to Implement a Plan Success Timeline for the following year. 
* Includes Free Lifetime Updates
A $2,300 VALUE

THIS COMPLETE KIT ALSO INCLUDES:

BONUS

TRAINING AND GRAPHICS TO CREATE YOUR OWN UNIQUE SERVICE PROCESS

You can compete on price and tell prospects about all the services you offer, or you can compete on value and explain your unique service process you take clients through.  This bonus includes:
  • Developing Your Unique Process Training Video and Worksheet - Walking you step by step through creating your own unique service process to package and offer instead of just a laundry list of services
  • 11 Done-For-You Process Graphics - Eleven "Unique Process" graphics for you to choose one and edit - these graphics allow you to package your services in a unique way 
A $500 VALUE

FOR EARLY BIRD BUYERS ONLY...
DISSAPPEARS WHEN THE COUNTDOWN HITS ZERO

EARLY BIRD BONUS 

PLAN COMPLIANCE FILE COMPLETE KIT

An organized set of compliance documents to include in a digital compliance file or printed binder to give your clients for added value - includes many additional worksheets and checklists not included in the service model kit, plus...
  • Customizable Binder Insert Graphics, cover, section divider pages, etc.
  • ​Plan Policy Pack that includes...
  • ​Education Policy Statement
  • ​QDIA Policy
  • ​QDRO Procedures
  • ​Cybersecurity Policy and Procedures
  • ​Missing Participant and Uncashed Check Procedures
  • A way to collect leads online with the Online Lead Collection Funnel (Landing and Thank you Page copy, followup emails ,etc.)
AN $1,800 VALUE

EARLY BIRD - PRESALE ENDS IN...

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

GETTING STARTED IS SIMPLE WITH THE STEP-BY-STEP PLAYBOOK

This Getting-Started Guide Includes:
  • Frequently Asked Questions: From where to start to how to edit the documents, we've got you covered...
  • ​Complete Inventory List of Contents: The best way to start using the tools is to understand what's available...
  • ​Step-by-Step Quarterly Client Service Process Roadmap: This playbook walks you through 7 steps to take in a checklist format to help you roll out the documents in this kit to your existing clients and the steps to use with new clients
  • ​Compliance Submission Checklist: You know how important compliance is, this checklist tells you what to update first and send, and helps you identify what's been approved already
  • ​Power Tips: Final tips on how to use this kit to win new business

PURCHASE THIS COMPLETE KIT NOW

Total Value: Over $2,800.00

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 (this kit will be available November 10)

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
"This was exactly what I wanted - excellent - thank you!

"I loved the clarity and step-by-step approach.

"I'd tell other advisors considering this to definitely purchase the kit as a guide for assisting your workplace fiduciary clients in meeting their committee responsibilities."
ROBB S.

Want ALLLL 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 use 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 use the content in your emails and on social media.
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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