Reconsider Adding Revenue-Sharing Funds To Your Investment Menu
You may want to consider removing revenue-sharing plans from the investment menu, as they actually increase your spending and lower income.
Larkspur Executive Pro / Pro-Plus Campaign Follow Up
Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts.
More than half of Americans took from their retirement savings amid the global pandemic, the survey finds.
As an increasing number of households are struggling to make ends meet amid a global pandemic, more Americans have found themselves raiding their retirement savings in this coronavirus induced Recession.
Emergency Savings Accounts: a New Initiative Induced by the Current Economic Situation
Emergency savings accounts are expected to boost plan sponsors’ retirement plans. A number of major record keepers are counting on this new feature to help ease the economic uncertainty faced by employees.
CRM Enhancements For Easier Follow-ups
Keeping in touch with prospects is key to a successful relationship with a plan sponsor. It can lead to financial advisors closing deals and building good rapport with a company’s key executives.
Remain Prudent Amid the Outbreak
COVID-19 has disrupted everyone's lives and business and led to a lot of market volatility. Moreover, it has raised many questions about how to respond in a crisis; in particular how plan participants remain confident about their plan.