Investment Committee Complete Kit

With the Investment Committee in a Box Complete Kit, 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
  • Helps you provide  more value to your existing clients
  • ​Helps you offer a new service to prospects and clients
  • ​Helps you be a partner and not just a provider
  • ​Helps you open doors and start new conversations
Strategies and Resources Include:
  • Committee Playbook
  • Advisor Education Toolbox (Additional Resources you can use to educate plan sponsors on fiduciary and committee responsibilities)
The Editable Templates Include:*
  • Complete Lead Magnet (Freebie) Package:
  • ​18 Page Committee Starter Kit
  • ​2 Opt-In Webpage Templates
  • ​9 Social Media Graphics (in 4 sizes) to Promote Your Freebie
  • ​7 Opt-in Follow-up Emails
  • Marketing One-Sheet (to promote your Committee set-up services)
  • ​25-Page Presentation Packet
  • 35-Page Presentation Slide Deck
  • ​Service & Pricing Proposal
  • ​Conflict of Interest Education Piece
* Includes Free Lifetime Updates
Committee Individual Document Templates Include:
  • Plan Fiduciary Worksheet version 1
  • ​Plan Fiduciary Worksheet version 2
  • ​Investment Policy Statement Template
  • Conflict of Interest Policy Template
  • Trustee Appointment Letter Template
  • ​Trustee Acceptance Letter Template
  • Committee Meeting Minutes Template
  • ​Committee Agenda Template
  • ​Sample Committee Quarterly Topic Add-Ons
  • ​Committee Meeting Planning Checklist
  • ​Committee Meeting Planning Worksheet
  • ​Committee Appointment Letter Template
  • ​Committee Acceptance Letter Template
  • ​Committee Resignation Letter Template
  • ​Recommended Reading Form for Fiduciaries
  • ​Code of Ethics Template
  • ​Committee Charter (Bylaws) Template
Total Value: Over $800.00

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