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.
Additional marketing tear-sheets
and other pieces include:
1. Old standards vs. new standards
2. Enter to Win for drawing box
3. Sample Improvised Brochure
4. Service solution two-sided
5. Binder place holders (shows sample summary
pages on each of the 6 steps)
6. Vision Tri-fold
7. Service Solution Fact Sheet
8. PPC Protected 1
9. PPC Protected 2
10. Sample Press release 1
11. Sample Press release 2
12. Plan Sponsor testimonial request form
13. List of resources
14. Key Differentiator – 1 page to help
you talk to prospects about your services
15. Credential Comparison Chart
16. Cheat Sheets on each issue
Subscriptions Only Available for Purchase on the
PPC Designee Site
