Being an expert on the rules doesn’t sell 401(k) plans. Giving an employer what they want and need does sell retirement plans.
Employers want a knowledgeable financial advisor to be their advocate. Benefit Equity, Inc.’s Playbook was designed to provide valuable information to help you engage in meaningful conversations with your prospects and clients.
Our Playbook will also equip you with a stream-lined process, a proven strategic approach, and a deeper technical understanding of how to develop the right kind of retirement plans for your clients. As a respected and experienced retirement plan administration firm, BEI’s Playbook was developed from our desire to share our own “secret sauce” that we use when developing quality retirement plans for employers. For almost three decades, we have helped financial advisors successfully sell and service thousands of retirement plans.
We invite you to take a couple of well-spent hours to review the Playbook and learn many strategies that will no doubt help you “WOW” your clients and prospects.
Providing your contact information below enrolls you in the Retirement Plan Coaching Academy, giving you complete access to everything that BEI’s Playbook has to offer.
What you’ll learn by following our Playbook
History of Retirement Plans
Background of ERISA
Roles and Standards for Advisors
What are Employers Looking for in Their Plans
How to Build Your Retirement Plan Practice
How to Developing a Solid value proposition
Benefits of Partnering with a TPA
Overview of the Types of Retirement Plans
Selecting the Right Plan for Your Clients
What our clients say
“BEI is what I call a best in class provider and I work very closely with them. They are a major asset to our firm and our clients and BEI is the only TPA I would consider for our retirement plan solutions.”
525 N. Cabrillo Park Dr. Suite 200
Santa Ana, CA 92701