September 14, 2023
Present! Toolkit: Create a Presence by Being Present
Just in time for the new school year, but you can use this Toolkit anytime.
The 403(b) business boils down to your relationships with employers. The most effective strategies to serve all prospects involve steps to create a meaningful presence within districts and schools and build credibility over time. In short, you can create a presence by being present! This step-by-step guide will help you prepare for and facilitate on-site meetings with K-12 school district employees.
Present! Toolkit Presentations are a Must!
Use these presentations in 1×1 or group presentation setting to educate employees, encourage plan enrollment and ultimately help your prospects understand why they should purchase an annuity as part of their retirement portfolio.
Learn how to Initiate and Lead Hands-on:
Benefit Fairs, New Hire Orientation and Faculty/In-service Meetings within approved school districts.
Check out the entire Toolkit by following the link below.
You must be approved to market to a school or district by both National Life’s Retirement Services team and the school/district itself. All marketing you use in a National Life school slot requires our compliance approval, even if the marketing does not mention National Life. Note that email marketing to school addresses is especially sensitive and must have both compliance and school prior approval.
