For many people, their employer plan is their most valuable retirement asset.
Yet many leave the fate of their plan in the hands of employers who don’t have their unique needs in mind.
This can lead to surprise financial explosions down the road.
That’s why we launched our latest 401(k) Rollover Prospect Engagement Campaign.
It’s designed to be a follow-up campaign to our 401(k) Rollover Planning Lead Generation Campaign.
This campaign will help you continue the conversation with prospects by bringing them deeper into the awareness funnel. The emails will position you as the right source for help.
Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.
More about this campaign: