Connect with:
Friday, July 31, 2020

Reserve plan sponsors for your marketing with Plan of the Week

RiXtrema’s Plan of the Week email allows you to reserve plan sponsors for 6 months and keep those sponsors from being distributed to other users. It is one more way we try to keep marketing options open for all our users. Just click on the blue button to reserve the plan. (Figure 1).

Figure 1: Click the blue-button to reserve the plan sponsor for 6 months

The Plan of the Week emails are based on each user’s searching habits and are hand-picked to be ripe for your marketing. The email also gives you a competitive advantage by outlining the plan ratings, risk factors, and red flags. You can review performance metrics or simply scroll to the bottom of the email and click on the plan name to redirect to our financial planning software program (Figure 1). Our new Customized Marketing Letter Template (CTML) feature allows you to seamlessly send an email to your sponsor in just a few clicks.

If you believe you are not receiving these Plan of the Week emails, then first check your spam or junk folder. 
We love to hear feedback, so if you have any problems with Plan of the Week or do not find them to be helpful, then please contact our Client Success Team at clientsuccess@rixtrema.com. Visit our blog to learn more about Larkspur Executive and 401k Fiduciary Optimizer.

No comments

leave a comment