How An Endorsement Works
The first step will be for us to educate your membership about our partnership. Every association/group is different so we will work with you to develop a marketing plan that allows us to most effectively reach your members. We respect your relationship with your members and are happy to work within any parameters you set for us regarding our contact with them.
The next step will be for us to begin holding our educational seminars. These free seminars, titled The Retirement Planning PuzzleTM, are a great way for your members to learn more about the financial risks they face in retirement.
Following the seminar, our advisors will follow-up with attendees who have expressed an interest in a no-obligation, one-on-one meeting. (There is never a charge to your members for our representatives’ time or advice.)
During this meeting our advisor will determine your member’s own unique goals and objectives and identify the specific risks they face. Based on their individual situation, our advisor will develop a personalized set of recommendations encompassing all the principles that make up a sound financial plan.
Our service doesn’t end there. We are dedicated to building solid, long-term relationships with your members and providing on-going financial advice for years to come.