Present! Toolkit: Create a Presence by Being Present

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.

Learn how to initiate and lead hands-on Benefit Fairs, New Hire Orientation and Faculty/In-service Meetings within approved school districts.

Get the Present! Toolkit

School tools to make your presence felt!

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