July 10, 2025
Build Stronger Employer Relationships With the Plan Sponsor Resource Center
Open doors and add value—it’s your gateway to value-based conversations
In today’s crowded marketplace, the most successful financial professionals aren’t just selling products—they’re building trusted relationships. That starts with adding value from the very first interaction. One of the most effective tools to help you do just that? The Plan Sponsor Resource Center.
Whether you’re approaching school districts, municipalities, or nonprofit organizations, this easy-to-share site can position you as a knowledgeable, trustworthy advisor while introducing National Life Group as a committed retirement plan partner. Here’s how you can put it to work.
Introduce yourself without the hard sell
Opening a conversation with a prospective employer can feel like a delicate dance—especially when your goal is to educate and build trust. The Plan Sponsor Resource Center makes it easy to break the ice. By sending the link along with a short personal note, you can deliver meaningful content right from the start.
Give it a try with something like:
“This site provides a clear, concise overview of retirement plan options for organizations like yours. It also gives a sense of how I approach working with clients—educational, supportive, and focused on your needs.”
The site isn’t a sales pitch. It’s a hub filled with valuable tools and resources for employers to manage their plan, explore our retirement solutions and engage their employees. That’s what makes it such a powerful relationship builder.
Get started today
Using the site is simple:
Share the link: retirementresource.nationallife.com
Reference it in meetings, emails, and webinars
Use it as a digital leave-behind that keeps the conversation going
A smarter way to prospect
When you offer something useful right from the start, you’re not just generating leads—you’re building partnerships.
plan sponsor resource center
Stay top of mind with employers and employees
From time to time, email an article from our Retirement Resource Blog.
Retirement Resource article library
We’re Here to Help
Click here to contact your Retirement Services Relationship Manager.
