The Principal is now offering a small plan market tool kit that will help financial professionals get into the growing small plan market and build strong practices with diversified revenue streams.
According to the company, nearly three-quarters of small businesses do not offer retirement plans, the market is expected to grow significantly in the next few years.
The toolkit includes "Boosting Profitability in the Small Retirement Plan Market," a white paper that offers specific best practices and tips from financial professionals who are successful in this market and shows how others can take advantage of the opportunity. It also includes a small plan prospecting checklist, information about the value of working with a third-party administrator and a non-branded flier on the benefits of starting up a retirement plan that financial professionals can use with small business owners.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
