Solidify existing client relationships.
Bring in new business and increase revenue.
MARKETING 101 is a complete set
of tools to help you market your expertise as
a Professional Plan Consultant. MARKETING 101
tools are designed to help you explain and showcase
the 401k Service Solution to existing plans,
and to market to and bring on new plans.
Brochures include:
1. 6-Step Brochure (sample 6 Steps
to 401k Success Brochure)
2. Sponsor Marketing Brochure (Do you have a
successful plan?)
3. Vision Booklet
4. A Solid Foundation Booklet
5. Lead Fiduciary Booklet
6. Due Diligence Review Booklet
7. Adv Investor Booklet
8. Peak Admin Booklet
9. Service Solution Full Page Brochure
10. PPC Advice Brochure
11. Full Page Laminate on the 401k Service Solution
12. Pocket Cards (front and back separately)
– 401k Service Solution
Subscriptions Only Available for Purchase on the
PPC Designee Site
