April 4, 2024
A Highlight of the Q1 Campaign: Qualified Plans
Take advantage of these tools for prospecting with business owners. Plus, new bonus materials that you will not want to miss.
Having a qualified retirement plan can benefit business owners in tremendous ways. This includes increasing tax savings, retaining employees, and saving for retirement. Our Advanced Markets Sales Team created an incredibly strong qualified plan roadmap during the first quarter of 2024 in order to educate you on the incredibly powerful market for qualified plans. Complete with a Qualified Plans Playbook, videos, marketing materials, and more educational materials. Use these resources to build your business, but that’s not all! A new series of four videos and two new email templates has just been developed to help deepen your understanding and knowledge of the benefits and features of qualified retirement plans and marketing them to prospects.
Take Advantage of these New Tools for Prospecting with Business Owners
1. Open Outlook
2. Add ‘attach file’ to quick lookup bar
3. Select attach file
4. Select the email template HTML in your folder and click the down arrow to select ‘insert as text’
You have direct access to the Advanced Markets Sales Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:
