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DON'T SPEND ANOTHER MINUTE TRYING TO CREATE YOUR OWN
SALES AND SERVICE DOCUMENTS!

(YOU SHOULD BE SPENDING YOUR TIME DOING WHAT YOU DO BEST - MEETING FACE TO FACE WITH PROSPECTS AND CLIENTS, HELPING THEM WITH THEIR GOALS).

INTRODUCING THE...

TEMPLATES TO HELP YOU GROW, BULLET-PROOF, AND SCALE YOUR 401k BUSINESS.

Leverage proven, done-for-you resources.
Attract new clients.
Make a great first impression.
Stand out from your competition.
Be seen as the 401k expert and educator.
Offer tremendous value to bullet-proof your book.

PROSPECTING & SALES
TEMPLATES

From lead generation to nurturing campaigns to closing the deal, leverage these templates to grow your business.

SERVICE & VALUE-ADD
TEMPLATES

Add tremendous value to your existing clients, or even generate project work for new clients with these done-for-you 401k service documents.

LEVERAGE & SCALE
TEMPLATES

Whether you want to create consistency and economies of scale in your practice, systematize your service offering, or turn your clients into raving referral sources, these templates will help.

OPTION 1
PURCHASE INDIVIDUAL TEMPLATE KITS

We've packaged up several of the templates in a way that will help you achieve a specific goal.


OBJECTIVE:
Increase your closing conversions
and win more new business


Click here to learn more...


OBJECTIVE:
Generate online leads and help plan sponsors with their fiduciary responsibilities

Click here to learn more...


OBJECTIVE:
Generate online leads and become
the expert and educator


Click here to learn more...


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

Click here to learn more...


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


OBJECTIVE:
Provide a robust audit file to help bullet proof your book and differentiate yourself when prospecting

Click here to learn more...

ADDITIONAL COMPLETE KITS COMING SOON...

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

OPTION 2
BECOME A 401K QUARTERBACK
AND ACCESS THE ENTIRE TEMPLATE LIBRARY

"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.
From Sharon Pivirotto...
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. 

Since starting in the 401k industry, I've been able to create PSCA award-winning tools, create a retirement designation for 401k advisors (the PPC now offered by fi360), train thousands of advisors and plan sponsors around the country, build a 401k education firm that was sold to fi360 the year we hit a million dollars in revenue, and more...

The last 20+ years in this business have taught me a lot and I’m happy to now share my knowledge and resources with you - to help you shortcut your success.

"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.

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.

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 Quarterback” 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 the 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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