There are trillions of dollars in plan investments, and financial consultants want those dollars. But plans, their operation, and their marketing can be complicated.
Specific training is needed for effective plan marketing and sales.
You can use the material to design and build the plan practice you want, whether that means remodeling and expanding your current practice or starting from scratch. We are currently offering a training course and seminars using material from The Plan Sales System. In addition, we provide teleconference training, webcasts and seminars for both new and experienced sales personnel. Given the complexity of retirement plan services and products, we have found that the more training given to those selling plan services, the more successful an institution will be. Copyright Catherine N. H. Lewis and H. McIlvaine Lewis 1999-2001.