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Partner with the 401(k) Optimizer®

The 401(k) Optimizer® can benefit both you and your clients. Your clients can gain access to additional investment guidance that may not be available to them in their pre-selected, company-sponsored plan. Your impact will be in helping your clients manage those choices.

The 401(k) Optimizer® can serve as a lead generation tool by helping you build relationships with your clients pre-rollover.

 

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financial advisor on laptop
401k Optimizer flyer - screenshot

Marketing

  • Access to a personalized flyer with your picture, an email invitation, and a personalized link embedded with your information.
  • All branding is catered toward you, the advisor, on your personalized marketing materials and the clients’ dashboard, ensuring they see your information when they need help.

Build Trust

  • Help clients with their company-sponsored plan to strengthen your relationship with them.
  • Build your book of business by offering the 401(k) Optimizer® to your current clients’ friends and family of your current clients.
  • Nurture and grow relationships with clients when checking in on them.
401k Optimizer system on mobile and desktop

Resources

  • Order and download all marketing brochures straight from your advisor dashboard.
  • An online library is available for you to share the power of the 401(k) Optimizer® with your clients.